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CRM ⇄ Accounting and finance

Kustomer to Ramp integration — real-time, two-way sync

Keep Kustomer 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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  • POC with real engineers in minutes

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

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Why teams connect Kustomer and Ramp

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

Finance and sales describe the same customers in different systems. Kustomer 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 Bills, Vendors, Funds (Spend Controls), General Ledger Accounts in Ramp to Notes, Customers, Conversations, Messages in Kustomer 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 Mirror conversations and satisfaction data into a warehouse for support analytics and agent performance reporting
  • 04 Keep customer attributes updated from billing systems so routing rules and SLAs reflect account value

Common sync patterns

Payment status on the account

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

Billing detail changes flow back

When a contact or address is corrected in Kustomer, Ramp gets the update before the next invoice goes out.

Collections with context

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

What you can sync between Kustomer 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.

Kustomer objects Ramp objects How this pairing syncs
Users Agent records map conversation ownership to people in other systems. Users Employee and cardholder records; invited, updated, and deactivated, commonly synced from an HRIS or identity provider. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Messages Individual messages within conversations support full-thread replication. Cards Physical and virtual card records; created and managed through the API to provision or suspend cardholder spend. Messages is specific to Kustomer and Cards to Ramp — each maps to any object or custom field on the other side.
Companies Organization records group customers and map to CRM accounts. Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. Companies is specific to Kustomer and Departments to Ramp — each maps to any object or custom field on the other side.
Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. Custom Objects (Klasses) is specific to Kustomer and Reimbursements to Ramp — each maps to any object or custom field on the other side.
Teams Team assignments support routing parity and reporting. Bills Accounts-payable bills; created, updated, approved, and paid, then posted ready-to-sync and synced to accounting. Teams is specific to Kustomer and Bills to Ramp — each maps to any object or custom field on the other side.
Tags Labels on conversations and customers sync for categorization and analytics. Vendors Supplier records under the accounting namespace; uploaded and updated for AP matching and payments. Tags is specific to Kustomer and Vendors to Ramp — each maps to any object or custom field on the other side.

How changes propagate between Kustomer 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.

Kustomer Ramp Sub-second propagation

DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.

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

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

Rate-limit considerations

  • Kustomer: 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 Kustomer ⇄ Ramp

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Kustomer 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 Kustomer or Ramp record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Kustomer and Ramp connectors work

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
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 Kustomer 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 Kustomer 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
    Kustomer connected
    Ramp connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Kustomer 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 · Kustomer ⇄ 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
    Kustomer Ramp
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Kustomer 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.

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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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