Our company is brand new to Ramp. Our accounting software is not supported. How do we upload our chart of accounts?
Hi Niccole!
Sheridan from the Ramp team here.
Since a direct connection is not supported, we will connect via a process we call ‘Universal CSV’ connection (See more).
Attend the Universal CSV Accounting Webinar to get Ramp connected to your Accounting software. If you cannot attend the live session, here is a recording. We will need to export your Chart of Accounts and any additional accounting fields to import into Ramp for coding your transactions. Here is a quick demo of that process.
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