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Accounting and finance ⇄ Marketing

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

Keep Ramp and Rollworks 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 Ramp and Rollworks

Put revenue reality behind every campaign: Ramp and Rollworks share the same customers, contacts, and billing status in real time, in both directions.

Ramp records the money — who pays, how much, and whether they are current; Rollworks decides who hears from the business and what they hear. The two overlap wherever the same customers and contacts matter to both, and when that overlap is bridged by CSV exports or an overnight batch, campaigns target on stale billing data and finance works from lists marketing has already changed underneath it.

Stacksync syncs Cards, Users, Departments, Reimbursements in Ramp with Campaigns, Ad Groups and Ads, Reporting and Attribution, Target Account Lists in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — finance keeps the revenue and payment truth, marketing keeps consent and engagement — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 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.
  • 02 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.
  • 03 Push a Target Account List from a CRM or warehouse into RollWorks, keeping Accounts (domains) and their Account Tiers aligned as the source data changes.
  • 04 Sync CRM Audience Segments from a database of emails through the Audience API so lists are populated for advertising without manual CSV uploads.

Common sync patterns

Where Ramp tracks lifecycle state: keep Rollworks current

Trial, renewal, churn, or payment state from Ramp updates the contact in Rollworks, so lifecycle campaigns and audience suppression run on current billing reality.

Consent and contact details stay aligned

Email, phone, address, and opt-out flags kept in either system stay consistent in the other, so every send and record honors the latest preferences.

Revenue and billing signals reach the audience

Plan tier, spend, or payment status from Ramp lands on the matching record in Rollworks, so segments and targeting reflect who actually pays and how much.

What you can sync between Ramp and Rollworks

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.

Ramp objects Rollworks objects How this pairing syncs
Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Reimbursements is specific to Ramp and Ad Groups and Ads to Rollworks — each maps to any object or custom field on the other side.
Bills Accounts-payable bills; created, updated, approved, and paid, then posted ready-to-sync and synced to accounting. Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Bills is specific to Ramp and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side.
Vendors Supplier records under the accounting namespace; uploaded and updated for AP matching and payments. Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Vendors is specific to Ramp and Target Account Lists to Rollworks — each maps to any object or custom field on the other side.
Funds (Spend Controls) Spend controls governing card usage; read and created via the funds API to enforce budgets per user, department, or program. Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Funds (Spend Controls) is specific to Ramp and Account Tiers to Rollworks — each maps to any object or custom field on the other side.
General Ledger Accounts Chart-of-accounts entries uploaded from the ERP; accounting codings are posted back against transactions and bills. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. General Ledger Accounts is specific to Ramp and Accounts (TAL Items) to Rollworks — each maps to any object or custom field on the other side.
Transactions Card purchase records with merchant, amount, and state; read for spend/GL sync and written back via accounting codings and sync status. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Transactions is specific to Ramp and Audience Segments to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Ramp and Rollworks

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.

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

Rollworks Ramp Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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

Rate-limit considerations

  • 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.
  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Ramp ⇄ Rollworks

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ramp or Rollworks 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 Ramp or Rollworks record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Ramp and Rollworks connectors work

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

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

How to connect Ramp to Rollworks — 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 Ramp and Rollworks 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
    Ramp connected
    Rollworks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Ramp and Rollworks 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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→ 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:

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

Related integrations

Every pair below is a real-time, two-way sync. Search all 365 integrations available for Ramp and Rollworks.

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