The Ramp integration keeps your records aligned in both directions. Puzzle pushes your Chart of Accounts and Vendors to Ramp, and pulls your Ramp card transactions (and bills, if bill syncing is turned on) into Puzzle.
How it works
From Puzzle to Ramp: We automatically push your Chart of Accounts and Vendor lists to keep your data consistent.
From Ramp to Puzzle: The regular sync pulls all card transactions in the date range, whatever their status in Ramp. If bill syncing is turned on, it pulls your Ramp bills too. Bills don't sync unless that option is on.
"Ready to sync" (2-way sync only): If you use 2-way sync, Puzzle also pulls the items you mark as Ready to sync in Ramp. This is an extra pull on top of the regular sync. Without 2-way sync, you don't need to mark anything as Ready to sync.
Important Note: Categorization does not push back to Ramp. Puzzle pulls the transaction update from Ramp, marks it as synced. Categories updated in Ramp sync to Puzzle only once during the initial sync. Any subsequent changes in Ramp must be manually updated in both platforms to maintain consistency.
Step-by-Step Guide
1. In Ramp (2-way sync only)
If you use 2-way sync and want Ramp's coding to come over with the "Ready to sync" pull:
Navigate to your Ramp dashboard and open the Accounting tab.
Update the Accounting Category and Accounting Vendor fields for your transactions.
Select the transactions and mark them as Ready to sync.
2. In Puzzle
Puzzle syncs Ramp automatically once every 24 hours. If you need to bring your data over right away:
Go to the Integrations page in Puzzle.
Click Sync all.
There is no separate "Sync Ramp" button. Sync all syncs Ramp along with your other direct integrations. Once complete, your transactions will appear on the Transactions page.
Troubleshooting
Issue | What to do |
Transaction didn't sync | Check the transaction view in Ramp Accounting for any error messages or alerts. |
Bills aren't syncing | Bills only sync if the bills option is turned on for your Ramp integration. |
Partial update/missing data | This often happens if an invalid value was selected (e.g., a banned vendor name). Check the transaction view in Ramp for specific field errors. |
Dates didn't update | Puzzle ignores the "Accounting Date" field from Ramp because the definition can vary. Please update transaction dates directly within Puzzle. |
For a card missing from Reconciliations, Ramp cash accounts and more, see Ramp troubleshooting.
đ A Note on Initial Sync Settings
When you first connect Ramp to Puzzle, you may be prompted in Ramp to set "Sync Settings." If Puzzle is your only accounting connection, this is a known quirk in the Ramp interface.
Workaround: You can manually add any accounts or enter dummy data to satisfy the requirement and move past this screen. This will not impact your integration or data accuracy, and it is simply a blocker to enable features like bill pay.