This article guides Ramp users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from Ramp, Sastrify can set up and populate your tool stack and spend data for initial setup. You can also upload spend data at regular intervals (e.g., monthly or quarterly) to keep your information current and updated.

How to export data from Ramp

Follow these steps to export:

1. Navigate to Accounting → Bill Payments

2. Select the bills you want to export

3. Click the "Export" button

4. Choose CSV format

5. Download the generated file

6. Now that you have the export file ready, follow this guide to import and visualize your spend data in Sastrify.

There are 3 scenarios you'll encounter when exporting:

1. Bill is open, exported, then paid in Ramp

   • If the bill is open and unpaid, it can be exported.

   • Once paid, only the payment portion will be available for export.

2. Bill is open, paid in Ramp, then exported

   • If exported after payment, both the bill and payment are exported together.

3. Bill is open, marked as paid outside of Ramp

   • Ramp exports the open bill, but no payment data is included.

   • You will need to manually match the payment in your accounting system.