This post is for all the nonprofits out there who are using MIP as their General Ledger software. We use the import feature to import Ramp Bill Pay transactions and card transactions. The Ramp forum doesn’t allow me to attach the .def and .csv files I use for import, but send me a message and I would be happy to share them.
I haven’t found a way to download from Ramp and upload directly, so I use “translation” files (an Excel doc) to help format some fields into a way MIP can read. My staff accountant or a/p coordinator download from Ramp, dump into the translation file, and then import. It’s maybe a 10 minute process.
Resources when you’re trying to figure out your import:
Import User Guide from MIP- Depending on what you’re trying to do, MIP will require different fields. We import our bills into the Accounts Payable module, so things like Vendor ID, invoice date and due date are required. We import our card transactions as journal entries, none of those fields are required. The import guide can help you figure out what’s required for what you want to do.
MIP Community Forum-Much like the Ramp forum a great place to find resources from people who are using both Ramp and MIP.
@charlotte some things Ramp could do that would help
Field character limits-Our instance of MIP caps memo fields at 60 characters and invoice number at 15 characters. One of the things we screen for before upload is whether those fields are within the character limits.
Dynamic UCSV fields-One of the fields in my translation file is =today(), could the UCSV file have a field like that?
Ability to offset more than GL-you allow us to add a GL to offset the expense, but I need an offset to department, program, and location fields