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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 or Business Owner access to your Ramp account
  • For default setup: No additional configuration needed
  • For advanced setup: A Ramp Developer App (instructions below)

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Using the Ramp Integration

Once connected, you can use Ramp actions in your Serval workflows:
Example: List Ramp users
import { ramp } from "serval-integrations";

const listUsers = async (ctx: ramp.RampIntegration) => {
  const response = await ramp.apiRequest({
    path: "/developer/v1/users",
    method: "GET"
  }, ctx);
  
  return response.data;
};
For complete API documentation, refer to the Ramp Developer API Reference.

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Troubleshooting

This error occurs when:
  • You don’t have Admin or Business Owner permissions in Ramp
  • The Serval app is not properly configured in Ramp
Solution: Ask a Ramp Admin or Business Owner to complete the authorization, or contact [email protected] for assistance.
If you receive errors about missing permissions:
  • Verify the scope is included in your authorization
  • For BYOC mode: Ensure the scope is enabled in your Ramp Developer App settings
  • Some scopes may require special approval from Ramp
Solution: Reconnect the integration with the required scopes.
If your integration stops working after some time:
  • Your access token may have expired
  • The offline_access scope is now automatically included and required for all connections
Solution: Reconnect the integration. The offline_access scope will be automatically included to enable automatic token refresh.
If you see errors about invalid scopes when typing scope names:
  • You may have mistyped a scope name
  • The scope might not exist in Ramp’s API
Solution: Click Edit scopes to see a complete list of valid scopes you can select from, or refer to the Ramp API documentation for scope details.
Need help? Contact [email protected] for assistance with your Ramp integration.