Ramp Core Workflow B

Overview

Manage transactions and expenses: list, categorize, attach receipts, and sync to accounting.

Prerequisites

Completed ramp-core-workflow-a

Instructions

Step 1: List Transactions with Filters

resp = requests.get(f"{BASE}/transactions", headers=headers, params={
    "start_date": "2026-01-01",
    "end_date": "2026-03-22",
    "merchant_name": "Amazon",
    "page_size": 50,
})
transactions = resp.json()["data"]
total = sum(tx["amount"] for tx in transactions)
print(f"Amazon spend: ${total/100:.2f} across {len(transactions)} transactions")

Step 2: Get Transaction Details

tx_id = transactions[0]["id"]
detail = requests.get(f"{BASE}/transactions/{tx_id}", headers=headers)
tx = detail.json()
print(f"Amount: ${tx['amount']/100:.2f}")
print(f"Merchant: {tx['merchant_name']}")
print(f"Category: {tx['sk_category_name']}")
print(f"Card: {tx['card_holder']['first_name']} — last4: {tx['card_last_four']}")

Step 3: Sync to Accounting

# Fetch transactions ready for accounting sync
sync_resp = requests.get(f"{BASE}/accounting/transactions", headers=headers, params={
    "sync_ready": True,
    "page_size": 100,
})
for tx in sync_resp.json()["data"]:
    # Map to your ERP's chart of accounts
    journal_entry = {
        "date": tx["user_transaction_time"],
        "amount": tx["amount"],
        "account": map_category_to_gl(tx["sk_category_name"]),
        "vendor": tx["merchant_name"],
        "external_id": tx["id"],
    }
    sync_to_erp(journal_entry)

# Mark as synced
requests.post(f"{BASE}/accounting/transactions/sync", headers={**headers, "Content-Type": "application/json"}, json={
    "transaction_ids": [tx["id"] for tx in sync_resp.json()["data"]],
})

Output

Transactions filtered by date, merchant, category
Detailed transaction data with card holder info
Accounting sync with GL mapping

Error Handling

Error	Cause	Solution
Empty results	Wrong date range	Check start_date/end_date format
Sync conflict	Already synced	Check sync status before re-syncing
Missing category	Uncategorized transaction	Use default GL account

Resources

Next Steps

Handle events: ramp-webhooks-events