Real-time
Two-way sync
Changes in Affinity or Ramp instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Affinity to Ramp integration — real-time, two-way sync
Keep Affinity and Ramp in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Affinity and Ramp
Sync customers, invoices, and payment status between Ramp and Affinity in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Affinity knows the relationship: who the contacts are and what is in motion with the account. Ramp knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Reimbursements, Bills, Vendors, Funds (Spend Controls) in Ramp to Lists, List Entries, Persons, Organizations in Affinity with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Read Reimbursements into a finance database for cross-entity expense reporting and reconciliation without manual CSV exports.
- 02 Two-way sync Transactions and their accounting codings with a Postgres warehouse so finance analyzes spend in SQL and pushes GL categories and memos back to Ramp.
- 03 Sync notes and reminders into project or task systems used outside the deal team.
- 04 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
Common sync patterns
Payment status on the account
Invoice and payment status from Ramp appears on the account in Affinity, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Affinity, Ramp gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Affinity when chasing a balance, and sales sees that the chase is happening.
What you can sync between Affinity and Ramp
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Affinity objects | Ramp objects | How this pairing syncs | |
|---|---|---|---|
| Notes Meeting and call notes synced for record-keeping in other systems. | Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. | Notes is specific to Affinity and Departments to Ramp — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. | Interactions is specific to Affinity and Reimbursements to Ramp — each maps to any object or custom field on the other side. | |
| Reminders Follow-up tasks associated with people and organizations. | Bills Accounts-payable bills; created, updated, approved, and paid, then posted ready-to-sync and synced to accounting. | Reminders is specific to Affinity and Bills to Ramp — each maps to any object or custom field on the other side. | |
| Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. | Vendors Supplier records under the accounting namespace; uploaded and updated for AP matching and payments. | Lists is specific to Affinity and Vendors to Ramp — each maps to any object or custom field on the other side. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Funds (Spend Controls) Spend controls governing card usage; read and created via the funds API to enforce budgets per user, department, or program. | List Entries is specific to Affinity and Funds (Spend Controls) to Ramp — each maps to any object or custom field on the other side. | |
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | General Ledger Accounts Chart-of-accounts entries uploaded from the ERP; accounting codings are posted back against transactions and bills. | Persons is specific to Affinity and General Ledger Accounts to Ramp — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Ramp
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Affinity Ramp Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Ramp through its API, with automatic retries and rate-limit backoff.
Ramp Affinity Sub-second propagation
DetectionRamp notifies Stacksync of record changes through webhook events. Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Ramp: 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
What ships with Affinity ⇄ Ramp
Connect Affinity and Ramp for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Ramp connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Ramp data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Affinity or Ramp record.
Observability
Monitoring
Track your Affinity ⇄ Ramp sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Ramp.
How the Affinity and Ramp connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
Ramp
- Integration surface
- REST API (Developer API v1)
- Authentication
- OAuth 2.0: exchange client_id/client_secret (HTTP Basic) at api.ramp.com/developer/v1/token for scoped bearer tokens; client_credentials grant for server-to-server and authorization_code for user-delegated access; scopes follow resource:permission (e.g. transactions:read, bills:write, accounting:write).
- Change detection
- Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed.
- Capabilities
- read · write · webhooks
- Rate limits
- 200 requests per 10-second rolling window per source IP; exceeding it returns 429 Too Many Requests, and requests running over 60 seconds return 504. Results use keyset pagination (follow the page.next URL / start cursor); higher limits can be requested from support.
How it works
How to connect Affinity to Ramp — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Affinity and Ramp with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Ramp
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Ramp objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Affinity ⇄ RampCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity RampCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Ramp integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Ramp: authenticate both systems, choose the objects to sync (such as Affinity's Notes and Interactions), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Affinity and Ramp. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Affinity: Webhook subscriptions for record events, supplemented by polling. On Ramp: Signed webhooks (HMAC-SHA256 X-Ramp-Signature) for bill, transaction, reimbursement, vendor, and user events; otherwise poll incrementally (synced_after on transactions, from_created_at on bills) with keyset pagination, or read the audit-logs/events feed. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Ramp side: Reimbursements, Bills, Vendors, Funds (Spend Controls), plus custom fields where Ramp exposes them. On the Affinity side: Lists, List Entries, Persons, Organizations. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Affinity and Ramp: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Ramp appears on the account in Affinity, so reps see overdue balances before they promise the next order.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
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