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Accounting and finance ⇄ CRM

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

Keep Ramp and Salesforce 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 Salesforce

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

Finance and sales describe the same customers in different systems. Salesforce 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 Cases, Campaigns, Tasks and Events, Products and Price Books in Salesforce 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 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • 04 Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

Common sync patterns

Where Salesforce 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 Salesforce, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

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

What you can sync between Ramp and Salesforce

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 Salesforce objects How this pairing syncs
Departments Org groupings for cost-center and GL allocation; pushed from an ERP/HRIS and referenced by cards and transactions. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. Departments is specific to Ramp and Tasks and Events to Salesforce — each maps to any object or custom field on the other side.
Reimbursements Out-of-pocket expense claims; read for reporting and marked ready-to-sync then synced to the ERP. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. Reimbursements is specific to Ramp and Products and Price Books to Salesforce — 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. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. Bills is specific to Ramp and Custom Objects to Salesforce — 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. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Vendors is specific to Ramp and Accounts to Salesforce — 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. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Funds (Spend Controls) is specific to Ramp and Contacts to Salesforce — 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. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. General Ledger Accounts is specific to Ramp and Leads to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Ramp and Salesforce

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

Salesforce Ramp Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

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.
  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Ramp ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ramp or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Ramp ⇄ Salesforce 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 Salesforce.

How the Ramp and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Ramp and Salesforce 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.

Learn more about security
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:

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 532 integrations available for Ramp and Salesforce.

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