The integration between Ramp and Puzzle is designed to keep your financial records aligned by pushing your Chart of Accounts and Vendors to Ramp, while pulling completed, "ready to sync" transactions into Puzzle.
How it works
Think of this "2-way sync" as a streamlined pipeline for your data:
From Puzzle to Ramp: We automatically push your Chart of Accounts and Vendor lists to keep your data consistent.
From Ramp to Puzzle: Once you mark transactions or bills as "ready to sync" in Ramp, Puzzle pulls them into your dashboard.
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
Before moving to Puzzle, prepare your data so it’s ready for ingestion:
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.
Note: This signals to the integration that this data is ready to be moved to Puzzle.
2. In Puzzle
Puzzle automatically looks for "ready" transactions once every 24 hours. If you need to bring your data over immediately:
Go to the Integrations tab in Puzzle.
In the integration UI, click the Gear icon under the first row of your Ramp integration (the top row with the gear icon).
Select your Ingestion date range (or leave it as the default).
Click Sync Ramp.
You will see a notification confirming the sync has started. Once complete, your transactions will appear in the Transactions tab.
Troubleshooting
Issue | What to do |
Transaction didn't sync | Check the transaction view in Ramp Accounting for any error messages or alerts. |
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. |
📔 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.