Workflow · Reconcile · Opening soon

Match Ramp transactions to NetSuite

Export your Ramp transactions and your NetSuite credit card register, then compare them in one sheet. You can see every row and the status for each match.

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Someone typed

“match the ramp card transactions to our netsuite credit card register and show every row; status says Agrees when merchant, date, and amount line up, otherwise say Missing match, Amount mismatch, or Extra register line”

The agent read it as

match the Ramp card transactions to our NetSuite credit card register and show every row; status says Agrees when merchant, date, and amount line up, otherwise say Missing match, Amount mismatch, or Extra register line

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

Ramp card transactions

CSV export · 14 rows

File

NetSuite credit card register

CSV export · 15 rows

Step

Lower merchant key

Step 1

Step

Lower payee key

Step 2

Join

Join register lines

14 of 14 paired

Step

Set status

Step 4

Result

Card register match

15 rows · 2 flagged

Schedule

Runs when you say

Proposed

File
Ramp card transactions
CSV export · 14 rows
File
NetSuite credit card register
CSV export · 15 rows
Step
Lower merchant key
Step 1
Step
Lower payee key
Step 2
Join
Join register lines
14 of 14 paired
Step
Set status
Step 4
Result
Card register match
15 rows · 2 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 15 rows came out, and the join paired 14 of 14 rows.

Download Ramp card transactions sample (14 rows)Ramp: Transactions > Card transactions > Export CSV
Download NetSuite credit card register sample (15 rows)NetSuite: Transactions > Bank > Credit Card Register > Export

What you get back

The result of that run, the rows to look at first.

Card register matchSample data15 rows

13 agrees1 amount mismatch1 extra register line

Date	Merchant	Cardholder	Transaction ID	Ramp amount	Register amount	Reference No.	Status
2026-10-26	Brass Harbor Print	·	·	·	126.40	NSCC-9015	Extra register line
2026-10-27	Greenloop Hosting	Jordan Patel	rtx_10014	219	189	NSCC-9014	Amount mismatch
2026-09-03	Northstar Cloud	Maya Chen	rtx_10001	184.22	184.22	NSCC-9001	Agrees
2026-09-08	Hearth & Halo Supplies	Jordan Patel	rtx_10002	63.48	63.48	NSCC-9002	Agrees
2026-09-12	Blue Pine Travel	Sofia Alvarez	rtx_10003	428.10	428.10	NSCC-9003	Agrees
2026-09-18	Cinder Coffee	Noah Brooks	rtx_10004	17.86	17.86	NSCC-9004	Agrees
2026-09-24	MetroDesk Co	Maya Chen	rtx_10005	249.99	249.99	NSCC-9005	Agrees
2026-10-02	LatchKey Security	Ava Thompson	rtx_10006	132.55	132.55	NSCC-9006	Agrees
2026-10-07	Brightside Ads	Liam Carter	rtx_10007	760	760	NSCC-9007	Agrees
2026-10-09	Papertrail Books	Jordan Patel	rtx_10008	48.20	48.20	NSCC-9008	Agrees
2026-10-14	Northstar Cloud	Sofia Alvarez	rtx_10009	184.22	184.22	NSCC-9009	Agrees
2026-10-16	Hearth & Halo Supplies	Noah Brooks	rtx_10010	63.48	63.48	NSCC-9010	Agrees

15 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you reconcile Ramp transactions with NetSuite?

Export your Ramp card transactions and your NetSuite credit card register, then load both files into the workflow. It compares merchant, date, and amount for each row and sets a status for every line. You can review Agrees, Missing match, Amount mismatch, and Extra register line.

How it works

How to use the Card register match workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Card register match: questions

What export should I use?

Use the Ramp export for card transactions and the NetSuite export for the credit card register. The workflow reads the exported files, then compares the rows from each one.

What happens to rows that do not match?

Rows that do not line up by merchant, date, and amount stay in the result with a status. They are marked Missing match, Amount mismatch, or Extra register line so you can review them.

How do I change the matching rules?

You can change the rules by editing the steps in the workflow. For example, you can change which text fields are lowered, how rows are joined, and which fields decide the status.