Square to RampWhen the Square payout hits Ramp, Well already knows which charges it covers; the deposit lands with the gross-net-fee split pre-computed and the FX captured at settlement.
The Square connection reads your Square account through the Square MCP server using OAuth.
The Ramp integration connects your corporate card and expense management platform to Well.
Square shows the money coming in while Ramp shows the money going out, and without a shared record the two never line up until someone reconciles them by hand.
Well reads the transactions and customer records from Square and reads the account and transaction records from Ramp, matches them inside its own graph, and forwards the prepared document to your Ramp email-in address. Each side arrives resolved to the same company, so income and spend read against one counterparty instead of two disconnected feeds you have to join yourself.
Well reads a Square transaction and the matching Ramp records, resolves both to the same company, and forwards the prepared document to your Ramp email-in address so income and spend sit under one counterparty.
A customer on a Square sale and a record in Ramp that share one company are matched inside Well, so the forwarded document names a single resolved business rather than two look-alikes.
Well reads Ramp's own account and transaction records to check that a Square sale corresponds to real Ramp activity before forwarding anything, so nothing is paired on a guess.
The originating Square transaction stays linked to the document forwarded to Ramp, so the matched record traces back to the sale behind it.
Detects paid Square invoices with line items, applied discounts, and tax breakdown.
Pulls new customer records with name, email, and stored payment methods.
Captures chargebacks with the contested payment and reason code.
Captures the completed Square order with its line items, taxes, and the payment that settled it.
Captures successful card-present and card-not-present payments with currency, fees, and customer linkage.
Captures partial and full refunds with the originating payment id.
Pulls the tip amount off the payment so it can be routed separately.
Detects the moment Square dispatches a payout batch toward your bank account.
Detects changes to a Square customer's name, email, or stored payment method and refreshes the company record.
5 fields flow from Square into Ramp.
| Square field | Label | Ramp field | Label | |
|---|---|---|---|---|
| payment.amount_money.amount | Payment amount | transaction.amount | Transaction amount | |
| payment.amount_money.currency | Currency | transaction.currency_code | Currency | |
| payment.created_at | Charge date | transaction.user_transaction_time | Transaction time | |
| payment.note | Description | transaction.merchant_name | Merchant | |
| payment.id | Charge id | transaction.id | Ramp transaction id |
3 fields flow from Square into Ramp.
| Square field | Label | Ramp field | Label | |
|---|---|---|---|---|
| invoice.invoice_number | Invoice number | matched_record.reference | Reference | |
| invoice.total_money.currency | Currency | matched_record.currency | Currency | |
| invoice.primary_recipient.customer_id | Customer | matched_record.id | Source id |
1Click Connect with Square; Square's MCP server registers a Well client automatically. Square's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.
Well discovers Square's card payments, invoices, refunds, customers, payouts, disputes, and inventory adjustments and the the Ramp Bill Pay drafts queue awaiting approval. Payouts are anchored to the matching bank deposit with the fee split into its own ledger line, so reconciliation shows gross revenue and processor fees separately.
3Click Connect with Ramp; the Ramp MCP server registers a Well client automatically. Ramp's MCP server registers a write-scoped Well client through DCR; no credential paste, no shared secret.
Each one answers a question from the data this pair brings in. The required ones return nothing until a source like it is connected.
Needs a source like these
Know exactly how many months and days of cash you have left.
Know exactly how much cash you have, and which accounts it came from.
See where your company's money actually goes, no spreadsheets required.
See who owes you money, and how long they've been sitting on it.
See exactly what's coming due, in what order, and how much cash it adds up to.
Find out who your best customers really are, ranked by what they've actually paid.
Everything you know about one company, in one view.
Find what payment settled an invoice, or catch every payment that never got one.
Find the bills with no paperwork attached, before an auditor does.
Turn a sentence into a real invoice in Well, PDF attached, no template hunting.
Know what you actually spend each month, averaged over real months.
Know what you can count on earning each month, averaged over real months.
See where your cash lands if nothing new comes in.
See the bridge from last month's balance to this one.
See which suppliers owe you paperwork, before your accountant asks.
Put a name on every settled expense that still has no invoice.
Walk the whole month-end sweep in one prompt.
Drive the month-end close to the point of approval.
Close the category gaps behind your spend before you close a month.
Answers better with these connected
Connects and checks them
Well connects to Square through its MCP server, which issues short-lived access tokens via Dynamic Client Registration. Well never holds a long-lived Square secret; the server refreshes its own tokens on each session. Anything Well holds between Square and Ramp is encrypted at rest and handled in line with GDPR.
Read Square records
Scoped to card payments, invoices, refunds, customers, and related records. No access to anything else in your Square account.
Deliver documents to your Ramp inbox
Well forwards the extracted document to your Ramp email-in address; Ramp reads draft bills via email-in at the @ap.ramp.com address, with invoice number, vendor, payment details, and related records from it and you review and post. No write credential to Ramp is requested.
Modify or delete Square records
Not granted. Square is read-only on Well's side; the source of truth never moves.
Read other workspaces' data
Not granted. A session resolves only to the workspaces your account belongs to, and Well checks that membership before it returns any record.
Link both tools to Well so Square income and Ramp spend resolve to the same companies before anything reaches Ramp.
Other ways to connect Square or Ramp through Well.
Square
See the Square connector
Ramp
See the Ramp connector
Square → Freshbooks
Reconcile Square sales, refunds, and customer activity insid…
Square → Bill.com
Reconcile Square supplier-side activity inside Well, forward…
Ramp → Pennylane
Reconcile Ramp card transactions and bills inside Well with…
Bill.com
See the Bill.com connector
Melio
See the Melio connector
Soldo
See the Soldo connector
