We’re recently set up Ramp and have transactions flowing into Xero through the Ramp sync. It is working so well!
We also have a Business cash account with Ramp, and Ramp is only syncing the account transactions, not the bank statement lines for the cash account - they also don’t have a bank feed that would sync.
The statement csv for the business account is easy to download but needs formatting to match Xero’s bank statement upload format.
It would be incredibly helpful if Ramp would sync Business Account Bank Statements our mapped Cash Account in Xero so that reconciliation can be completed automatically in the same way it is done on the Ramp Card itself.
Sheridan from the Ramp Success team, here. Thanks for sharing-- I love to hear how well our Xero integration is working out for you, so far!
Customizable CSV exports is something that our Product team is currently working on. We are starting with customizable exports for Credit Card transactions, and hoping to do the same for Statements and Bill Pay, as well.
I am going to submit this feedback to them specifically, since I think it is good for the product team to know any residing customer pain points with this ERP. Thank you for the great input!
Nathan, I would also consider going to the Accounting tab → Settings → Sync Settings → Business Account tab to ensure that the accounts that you have delegated in there are correct. Thanks!