Overview
The Euler & Ramp integration streamlines the partner invoice payment process, enabling businesses to seamlessly sync partner invoices from Euler into Ramp for automated processing and payment. By integrating Euler with Ramp, you gain:
Seamless Invoice Processing – Generate and sync invoices with Ramp in just a few clicks.
Automated Accounting Categorization – Easily map partner invoices to your Ramp accounting categories.
Bulk Invoice Management – Pay multiple partner invoices at once while applying pre-configured defaults.
Real-time Status Updates – Euler continuously syncs with Ramp, ensuring invoice statuses remain up-to-date.
Simplified Vendor Management – Automatically map Euler partners to Ramp vendors for effortless payments.
By leveraging this integration, businesses can eliminate manual data entry, reduce administrative overhead, and ensure accurate, timely payments to partners.
Steps to Integrate
1. Connecting Your Ramp Account
To set up the Ramp integration in Euler:
Navigate to the Integrations section in Euler.
Scroll down to the Payouts section.
Locate Ramp and click Integrate.
Follow the standard OAuth authentication flow to connect your Ramp account to Euler.
Upon successful authentication, you will be redirected to the Ramp Sync page inside Euler. You can also access this page later by returning to the Integrations section and clicking Manage Sync under the Ramp integration card.
2. Configuring Your Ramp Integration
On the Ramp Sync page, follow these steps:
Select Your Default Entity
If you have multiple entities in Ramp, choose your default entity for payouts.
Most customers will have only one option here.
Set Your Payment Method & Invoice Currency
Select the default payment method you will use.
Choose the default invoice currency for payments processed through Ramp.
Mapping Accounting Categories
Below the currency selection, you’ll find Available Accounting Categories—a list of the categories available in your Ramp account.
Select the categories that will be used for coding partner invoices.
To the right, the Current Accounting Categories section displays your selections.
Hover over any selected category and click Make Default to set your primary category for invoice coding.
For most customers, this will be a one-to-one mapping, meaning a single category will be used for all invoices.
3. Mapping Euler Partners to Ramp Vendors
Unsynced Partners
This section lists all Euler partners that are not yet mapped to a vendor in Ramp.
To map a partner:
Click the pencil icon beside an unmapped partner.
Follow the three-step mapping process:
Step 1: Search for the vendor name in Ramp.
Euler will attempt to pre-fill results based on the partner’s name.
If no match is found, use the search bar to manually look up the vendor in Ramp.
Step 2: Select the primary vendor contact from the available options.
Step 3: If the vendor contact exists in Euler, map them accordingly.
If they do not exist in Euler, click Create Ramp Vendor Contact in Euler to add them as a partner contact.
Once completed, click Save, or Save and Next to proceed to the next partner.
Synced Partners
Below the unsynced partners section, you’ll find a list of Synced Partners who have already been mapped to a vendor in Ramp.
4. Issuing Invoices via Ramp
Euler allows you to generate and pay invoices through Ramp, either individually or in bulk.
Individual Invoice Payments
When selecting Pay via Ramp, you can:
Update the currency for the invoice.
Modify payment details based on previously configured settings.
Bulk Payments
When using Bulk Pay, Euler will:
Apply all default settings to process multiple invoices at once.
Automatically send the invoices to Ramp.
Invoice Processing & Status Updates
Once invoices are generated in Euler and sent to Ramp:
Their status in Euler will initially show as Processing in Ramp.
Euler will sync with Ramp daily to update invoice statuses.
After invoices are created in Ramp, you can follow your standard accounting and approval flows within Ramp to issue payments.
Need Help?
If you encounter any issues setting up or using the Ramp integration, contact Euler Support at [email protected].