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ClearSync: AP

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About

ClearSync: AP is ClearPlan's connector between Ramp's spend-management platform and the Trimble Viewpoint Vista and Spectrum ERPs. Built on Trimble App Xchange and sold to construction and field-service contractors, it syncs ERP master data — GL accounts, vendors, jobs, phases and cost types — into Ramp so spend is coded at source, then posts approved card transactions, AP invoices, bills and optional payment data back to the ERP and matches them against ERP purchase orders. An optional Approval Tiers module maps Vista reviewer groups into Ramp so bills route by job.

How teams use it

By audience

Accounting & Finance
  • AP stops re-keying Ramp card transactions and approved bills into Vista or Spectrum — ClearSync posts them as coded AP invoices.
  • Card spend arrives already coded to job, phase and cost type, so month-end close does not start with a reclassing exercise.
  • Optional payment data posts alongside the invoice, so the AP subledger and the card program reconcile against the same records.
Procurement & Purchasing
  • ERP purchase orders sync into Ramp so bills and card charges are matched against the PO that authorised them.
  • Buyers keep issuing POs in Vista or Spectrum; the connector surfaces them in the spend platform rather than duplicating the PO process.
Project Manager
  • Vista reviewer groups map into Ramp, so job spend routes through the ERP's existing tiered approval hierarchy instead of a flat Ramp approval chain.
  • Spend lands on the right job, phase and cost type at the point of approval, so job-cost reporting stays current mid-build.
IT & Systems Administration
  • A four-week engagement configures the Vista or Spectrum instance and a Ramp test environment, runs UAT against card and master-data sync, then loads production master data before go-live.
  • The connector runs on Trimble App Xchange, so there is no middleware for the contractor's IT team to host, patch or monitor.
  • Pricing is per-instance ($7,500 Integration Core plus $2,500 modules, +25% per additional instance), which is the number IT is usually asked to defend for a multi-company ERP.

By phase

Construction
  • Card purchases and subcontractor bills raised during the build are coded to job, phase and cost type as they are approved, so job cost stays current rather than catching up at month-end.
  • Open ERP purchase orders are matched against incoming bills and card charges as the work proceeds.

Integrations it powers (2)

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