Set up credentials
1
Confirm you have admin access
You must be an Admin or Business Owner in Ramp to create and
authorize developer apps. You can check roles in Settings > Team.
2
Open the Developer area
In your Ramp account, navigate to Company > Developer.
3
Create a new app
Click Create New App, name your app, and accept the terms.
4
Add the Client Credentials grant type
Under Grant Types, click Add new grant type and select
Client Credentials for server-to-server access.
5
Configure scopes
Under Scopes, click Configure allowed scopes and select the scopes
you need, for example
transactions:read, bills:read, and
reimbursements:read. Request only the scopes you need.6
Copy your credentials
Copy your Client ID and Client Secret and store them securely.
The client secret is sensitive. Never expose it in client-side code or
commit it to source control.
Connect to Adapt
1
Open Integrations
In Adapt, go to Settings > Integrations.
2
Find Ramp
Search for Ramp and select it from the catalog.
3
Start the connection
Click Connect to open the connection form.
4
Add your credentials
Enter the values you gathered above, then click Add connection:
You can rename the connection and choose whether it is shared with your
organization or kept personal to you.
5
Test the connection
Ask Adapt to list your recent transactions.
Security
- Credentials are encrypted at rest with AES-256
- Use the principle of least privilege and start with read-only scopes
- Configure separate apps for sandbox and production environments
- Never share your credentials or commit them to source control