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CRM ⇄ Accounting and finance

Folk CRM to Ramp integration — real-time, two-way sync

Keep Folk CRM 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.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Folk CRM and Ramp

Sync customers, invoices, and payment status between Ramp and Folk CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Folk CRM 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 Vendors, Funds (Spend Controls), General Ledger Accounts, Transactions in Ramp to Reminders, People, Companies, Groups in Folk CRM 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 Mirror Bills and their approval and payment state into an AP or ERP system, marking each one ready-to-sync then synced to keep both ledgers reconciled.
  • 02 Read Reimbursements into a finance database for cross-entity expense reporting and reconciliation without manual CSV exports.
  • 03 Keep folk and a billing or customer success tool aligned on company records as deals close.
  • 04 Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.

Common sync patterns

Collections with context

Finance sees the account owner and relationship history from Folk CRM when chasing a balance, and sales sees that the chase is happening.

Where Folk CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Ramp with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Ramp appears on the account in Folk CRM, so reps see overdue balances before they promise the next order.

What you can sync between Folk CRM 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.

Folk CRM objects Ramp objects How this pairing syncs
Reminders Follow-up items that can be created from external triggers. General Ledger Accounts Chart-of-accounts entries uploaded from the ERP; accounting codings are posted back against transactions and bills. Reminders is specific to Folk CRM and General Ledger Accounts to Ramp — each maps to any object or custom field on the other side.
People Contact records; the primary entity synced with outreach and enrichment tools. Transactions Card purchase records with merchant, amount, and state; read for spend/GL sync and written back via accounting codings and sync status. People is specific to Folk CRM and Transactions to Ramp — each maps to any object or custom field on the other side.
Companies Organization records linked to people and kept aligned with billing or CS systems. Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. Companies is specific to Folk CRM and Cards to Ramp — each maps to any object or custom field on the other side.
Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. Groups is specific to Folk CRM and Users to Ramp — each maps to any object or custom field on the other side.
Custom fields Group-scoped attributes that receive enriched or computed values from external systems. Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. Custom fields is specific to Folk CRM and Departments to Ramp — each maps to any object or custom field on the other side.
Notes Free-text context attached to people and companies, readable for reporting. Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. Notes is specific to Folk CRM and Reimbursements to Ramp — each maps to any object or custom field on the other side.

How changes propagate between Folk CRM 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.

Folk CRM Ramp Sub-second propagation

DetectionFolk CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling of list endpoints as a fallback.

DeliveryEach detected change is written to Ramp through its API, with automatic retries and rate-limit backoff.

Ramp Folk CRM 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 Folk CRM through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Folk CRM: Subject to the platform's 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 Folk CRM ⇄ Ramp

Connect Folk CRM and Ramp for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–Ramp connection.

Real-time

Two-way sync

Changes in Folk CRM or Ramp instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Folk CRM 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 Folk CRM or Ramp record.

Observability

Monitoring

Track your Folk CRM ⇄ Ramp sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Folk CRM and Ramp.

How the Folk CRM and Ramp connectors work

Folk CRM

Integration surface
REST API
Authentication
API key (Bearer token)
Change detection
Webhook subscriptions for record events, with polling of list endpoints as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's 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.
Ramp setup guide
How it works

How to connect Folk CRM 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.

  1. 01

    Connect your apps

    Authenticate Folk CRM 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Folk CRM connected
    Ramp connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Folk CRM 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Folk CRM ⇄ Ramp
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Folk CRM Ramp
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Folk CRM and Ramp integration FAQ

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 411 integrations available for Folk CRM and Ramp.

Popular · 5 of 411
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