By connecting TravelPerk and Ramp, the finance automation platform designed to save your business time and money, you get an all-in-one travel, corporate card, and expense management solution for free!
The integration between TravelPerk and Ramp automates your expenses, freeing you up from any time consuming receipt collection and expense matching across platforms.
All information will flow automatically between tools, so you'll get full visibility on your total travel spend at all times with zero effort on your side.
Who can use this integration
This integration is available to all Premium and Pro users in the US.
Please note: To use the integration you need to be a customer of both Ramp and TravelPerk, and associate a Ramp card to your payment method in TravelPerk.
What this integration does for you
- The integration automatically forwards all your travel expenses to Ramp.
- Forwarded expenses will include any fees associated with the purchase (like the Premium or Pro fees), so you won't see any differences between the card transactions and the information in Ramp.
- It will then be easy for you to associate other out of pocket expenses with the travel costs booked via TravelPerk for the same trip, all together in Ramp.
- The integration gives admins and finance team full visibility over all expenses in the Travelperk platform, even before receiving a consolidated invoice.
- Admins can setup the integration and decide:
- Which Payment profiles will forward expenses to Expensify.
- Who will receive them, the booker of the trip or the billing contact person.
- If personal invoice profiles will forward expenses, or not.
This is especially helpful:
⭐ When needing to exclude some payment profiles from the Ramp integration
When you only want to send the expenses of payment profiles associated with credit cards to Ramp.
⭐ When using a shared payment profile associated with a shared email.
You can set the billing contact email to receive expenses of that profile, so bookers won’t receive expenses they don’t care about.
⭐ When using personal payment methods.
You can decide whether to forward expenses made using personal payment methods (those created by users) for reimbursing their cost, or not.
How the Ramp integration works
When booking a trip:
- The booker will receive a trip confirmation email with information about the services included (like flights, accommodation, train, car rentals,...) and their cost.
- The Ramp integration will forward all the trip costs (including fees like the TravelPerk Premium fee) to receipts+travelperk@ramp.com email.
- The selected receiver will get a new expense in their Ramp inbox instantly with all information conveniently pre-filled, to help add it to a Ramp report.
Important: Depending on your invoice profile billing cycle (instant, bi-weekly or monthly, you might receive expenses before an invoice has been generated.
How to enable the Ramp integration
Admins can enable the Ramp integration following these steps:
- Go to Account Settings.
- Click on Integrations.
- Click on Set Up in the Ramp integration.
- Go to Settings:
- For each payment profile, indicate who will receive expenses
Please note: If you don’t customize the settings, by default, all expenses will be sent to the booker of the trip for all payment profiles. - Decide if expenses made using a personal payment method will be forwarded to their personal payment profiles, or not.
- Click on Save settings.
- For each payment profile, indicate who will receive expenses
- Click on the Enable button.
From this point on, expenses will be forwarded to your company’s Ramp account.
Important: Ensure bookers have the same email address in Travelperk and Ramp, so expenses can be associated automatically.
How to disable the Ramp integration
Admins can disable the Ramp integration following these steps:
- Go to Account Settings.
- Click on Integrations.
- Click on Manage in the Ramp integration.
- Click on the Disable button.
Note: This action will remove your integration settings and they cannot be recovered. From this point on, no expenses will be forwarded to your company’s Ramp account.
FAQs
What if I don’t have a Ramp account?
If you aren't a Ramp customer yet, this is a great time to become one! Just go to the Ramp website and sign up for free.
Would I get a free account with Ramp?
You can sign up to Ramp for free and get unlimited Ramp corporate cards with company-wide travel policies and embedded controls on flights, hotels, per diems. Just go to the Ramp website and create your Ramp account in a moment!
What will happen to TravelPerk invoices that were issued before the integration was enabled?
Once you have enabled the integration, any new invoice will be automatically imported. Past invoices won’t be synced between accounts.
What if I want to exclude a certain payment profile from sending expenses to Ramp?
Customers with multiple payment profiles can go to the settings of their integration and define which profiles will forward expenses to Ramp. When an invoice is not selected, it will be excluded from sending invoices.
What happens if I don’t personalize my settings?
The default setting is to forward all expenses to the booker.
What if our company is using a shared payment method?
You can prevent bookers from receiving all expenses from shared credit cards by selecting to forward expenses to the billing contact address. They will still be able to use them in Ramp for reporting purposes.
How can I exclude personal travel expenses from being sent to Ramp?
In the settings of your integration, admins indicate if for personal payment profiles, the expenses should be forwarded to their payment profiles, or not.
What if our travelers are using personal corporate cards?
Customers that use personal payment methods and reimburse their cost, can enable sending expenses with personal payment methods.