How to sync transactions
Easily sync Ramp expenses into Carta: From the Accounting tab in Ramp, you can sync card transactions, bill payments, and reimbursements as journal entries on your Management Company in Carta.
The integration syncs transactions from the Ready to Sync queue hourly and automatically reconciles against your bank feed daily.
Card Expenses
To sync card expenses over to Carta, you have a few options:
To sync individual transactions: click the green checkmark in the “Actions” column
To sync multiple transactions in bulk: select transactions with the checkboxes to the left, and click “Mark Ready” in the bottom right
To sync automatically with rules: for a near-touchless process, you can create rules in Settings > Automation settings
We recommend starting by syncing individual transactions to get a feel for the process.
Bills (Bill Pay)
When you approve a bill in Ramp, Carta automatically creates the corresponding journal entries. Bill payments are automatically reconciled against the corresponding bank transaction, matched by invoice number.
Reimbursements
To sync reimbursements to Carta, mark them as Ready to Sync in Ramp — the same process as card expenses.
Walkthrough Video
To start getting comfortable with the integration, the video to the left walks you through the essentials. We’re also happy to jump on a call to walk you through it in more detail, answer questions, and ensure your automations align with your firm’s chart of accounts. Contact your Carta Fund Admin team to schedule.