Overview
Torii integrates with Ramp and analyzes SaaS expenses:
| Default synced transaction types | Fields used for expense matching |
|---|---|
| Card transactions | Merchant |
- Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
- Torii syncs transaction data up to one year prior to first connection date.
- You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
Accounts & Permissions
- This integration requires a Ramp Admin account to access expense data.
- You must obtain a Client ID and Client Secret from Ramp.
Scopes
- transactions:read – for retrieving transaction data.
- business:read – for retrieving business account information.
- users:read - to get information about the user who did the transaction.
- users:write – required for performing actions within Torii
Create a Ramp API Application
- Within your Ramp account, navigate to Settings > Developer API.
- Click Create New App.
- Provide your App Name, agree to the Terms of Service, and click Create app.
- Under Grant types, click Add new grant type.
- Select Client Credentials and click Add.
- Select the required scopes:
- transactions:read
- business:read
- users:read
- users:write – required for performing actions within Torii
- Press Set
- Copy the Client ID and Client secret
How to Connect the Ramp Integration
- Go to the Integrations page and select the Ramp tile.
- Click Connect to start the connection process.
- In the Connect Ramp window:
- Choose Read or Read and Take action permission
- Fill in the following:
- Client ID
- Client Secret
- Click Connect.
- Once the integration is successfully connected and synced, a green checkbox will appear.
Additional Notes
- Transactions are synced once daily. Real-time syncing is not currently supported.
Q&A
Q: I am interested in expense data that is older than what Torii brings in from this integration. Is there a way to get more than one year of data synced into Torii?
A: While Torii only syncs one year of expense data by default upon first connection, we may be able to import older records manually. Please contact Torii Support to request historical data import. Note that syncing longer periods may take significant time.