- 01How often does Dropbox data sync to Ramp?
- Well polls the Dropbox API every fifteen minutes for new records; new activity reaches the downstream target on the next polling cycle. Records collected during a polling window are matched in a batch, then ranked by confidence; the Ramp write happens at the end of the window, never mid-sync.
- 02How does Well match Dropbox records to entries in Ramp?
- Well parses each Dropbox attachment into a structured invoice, then probes your Ramp ledger for an open bill or vendor with the same amount, due date, and supplier name. The probe ranks candidates by counterparty proximity, date window, and total match; above 85% it links the parsed PDF to the existing Ramp entry, otherwise the parsed invoice queues for sign-off with the candidates surfaced.
- 03Does Well handle multi-currency records between Dropbox and Ramp?
- Dropbox carries the original transaction currency on every record, but Ramp ledgers in a single base; Well preserves the source currency, attaches the FX rate at the timestamp of the event, and the converted figure and the source amount both travel on the document Well forwards to Ramp, so both sides of the trade are visible when you post.
- 04Can I customise which Dropbox fields are sent to Ramp?
- The default mapping turns every parsed Dropbox attachment into a Ramp-shaped record (vendor, amount, due date, tax). From the integration settings page you can adjust the parsing prompt, force a vendor mapping, attach the original PDF on a specific Ramp field, or compute a tag from your connected data. Custom mappings are versioned so a change does not retroactively touch already-posted Ramp entries.
- 05What happens if a Dropbox record fails to post to Ramp?
- When a record fails to post to Ramp (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Dropbox record. Nothing silently drops.
- 06How does Well authenticate with Dropbox and Ramp?
- Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Ramp email-in address once it clears the matching threshold; Ramp creates the draft record from it and you confirm and post it. Well holds no write credential to Ramp. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Ramp together cover multiple regions; Well's storage region is configured per workspace.