How to connect Ramp to Ledgersync

How to connect Ramp to Ledgersync

In order to connect Ramp's API to Ledgersync please follow the steps below. You need to have admin access to Ramp. 

Procedure:


1. Log into org Ramp account


2. Under Settings in the main menu, select Developer API


3. Select Start building


4. App Name: LedgerSync (all 1 word)


5. Open LedgerSync


6. Grant Types

a. Authorization Code: Uncheck

b. Client credentials: Check

c. Refresh Token: Uncheck


7. Under Scope, select Configure allowed scopes


a. Set scopes by turning on the following:


i. Bank account read

ii. Cards

iii. Entities

iv. Statements

v. Transactions


b. Click Set




Note: Checks will be visible in LedgerSync once they clear the bank (approx. 12am-2am).

Pending checks will not show up.

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