Overview
Automate busywork and close your books faster with Ramp's robust, no-code Xero integration - included with your Ramp Account.
Ramp + Xero
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Sync data in real time: Create and update vendor data, bill payment details, and tracking categories directly in Ramp and all of your changes will be in Xero next time you login.
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Classify transactions your way: Bring all of the tracking categories from Xero into Ramp for simple transaction coding.
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Audit every transaction: Access the history of every transaction within Ramp - from the swipe until it's ready to sync. Jump right into the specific transaction or reimbursement from Ramp with just a click.
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Automate routine workflows: Build Rules in Ramp to automate coding, approvals, and reviews of transactions. Collect receipts via SMS, email, web app, AND directly from integrated apps like Gmail, Lyft, Amazon Business
Getting started
You must have a Ramp account to connect with Xero. New Ramp accounts are subject to review and approval via an application process, as detailed here: https://support.ramp.com/hc/en-us/articles/7050688872851-Qualifying-and-applying-to-Ramp.
To get started with the integration, go to the Accounting tab in Ramp and choose Xero as your accounting provider. After you authenticate with Xero, you can follow our guided set-up instructions to ensure your Xero integration is configured to your exact needs.Set up is estimated to take 5 minutes. Check out this walkthrough for detailed instructions: https://support.ramp.com/hc/en-us/articles/4435866905107-Xero-Overview
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