website logo
Navigate through spaces
ChartHop documentation
⌘K
ChartHop Help Center
Getting around in ChartHop
ChartHop for Employees
Implementing ChartHop
ChartHop for Administrators
Carrot reference
ChartHop for Developers
Partners
Release notes
Resources
Docs powered by
Archbee
website logo
Implementing ChartHop
...
ChartHop apps
Equity sync apps

Carta

With the Carta integration app, you can sync your equity data to ChartHop, which automatically builds your org chart and keeps it up to date. Synced data includes employee stock grants.

Carta at a glance

The following table summarizes ChartHop’s Carta app. 

Supported

  • Grow
  • Scale

Prerequisites

  • A ChartHop account with the Owner role
  • Carta account with a Company Viewer, Company Editor, or HR Admin role role. This guide from Carta explains how to check a user's role.

API key permissions

To authorize the API connection you must have one of the prerequisite Carta roles above.

Data direction

Inbound from Carta to ChartHop

Sync cadence

Weekly or as needed 

Effective dating support

Yes

Additional field mapping support

No

Equity app overview

Read an overview of how equity apps work in ChartHop

Synced Carta data

The default synced data from Carta to ChartHop.

Packages: Basic | Standard | Premium





Updated 28 Sep 2023
Did this page help you?
PREVIOUS
Equity sync apps
NEXT
Synced data from Carta
Docs powered by
Archbee
TABLE OF CONTENTS
Carta at a glance
Docs powered by
Archbee