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About Ramp

Ramp is a finance automation platform that combines corporate cards with expense management, bill payments, and accounting integrations. Connecting Ramp to Serval enables automated expense workflows, transaction monitoring, and financial reporting directly from your service desk.

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What the Ramp integration enables

CapabilityDescription
Access ManagementCreate, update, and manage users and their permissions within your Ramp account
Automation workflowsQuery transactions, manage expense policies, retrieve spending insights, and more
Anything defined in the Ramp API which uses the available permission scopes can be accessed through Serval.

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Ramp Configuration

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Prerequisites

  • You must have admin access to your Ramp account (or Sandbox)
  • Access to the Developer API section in Settings

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Create a Developer App

  1. Navigate to Settings → Developer API in your Ramp account (or Sandbox)
  2. Click Create New App
  3. Name your app (e.g., “Serval Integration”), accept the Terms, and click Create
  4. Under Grant types, click Add new grant type → select Client Credentials
  5. Under Scopes, click Configure allowed scopes and select:
    • users:read (required for reading user information)
    • users:write (required for creating and managing users)
    • Add any additional scopes as needed for your use case
  6. Copy your Client ID and Client Secret - you’ll need these for the Serval configuration

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Serval Configuration

  1. In Serval go to Apps → Available → Ramp → Connect
  2. Enter the following information:
    FieldDescription
    Account IDThe Account ID from your Ramp account
    Account NameA friendly name for this integration instance
    Client IDThe Client ID from your Ramp Developer App
    Client SecretThe Client Secret from your Ramp Developer App
  3. Click Save
Need help? Contact support@serval.com for assistance with your Ramp integration.