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Requirements

  • Have Admin or IT Admin role in Ramp

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Step 1: In Ramp, open up settings and head to Ramp developer

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Step 2: Create a new app

  1. Click Crate new app
  2. Name the app and add a description

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Step 3: Change the app’s grant type to “Client Credentials”

  1. Click on the app that you just created (in this demo BRM Integration)
  2. Delete the default grant type that is Authorization Code
  3. Add a new grant type that is Client Credentials

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Step 4: Configure the app’s scopes by enabling the following permissions

  1. In your app config, scroll down to Configure required scopes
  2. Toggle the following scopes on
    1. bills:read
    2. cards:read
    3. cards:write
    4. limits:read
    5. limits:write
    6. memos:read
    7. receipts:read
    8. reimbursements:read
    9. transactions:read
    10. users:read

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Step 5: Enter the Ramp app’s Client ID and Client Secret into BRM

  1. Head to BRM and navigate to your integrations (Settings —> Integrations)
  2. Add Ramp as an integration
  3. Copy over the Client ID and Client Secret from your Ramp app into your BRM modal