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.

The following table summarizes ChartHop’s Carta app. 

Synced data from Carta

Installing the Carta app

Carta

Etrade

Equity syncs

ChartHop Premium: You can work with ChartHop implementation services to customize what is synced.

data-mapping

note

Transform Type refers to the logic employed when copying data from the source field to the target.

note-tranform-type

Package_Premium

ChartHop documentation

ChartHop Docs

ChartHop Help Center

ChartHop Directory Mobile App

ChartHop Video Library

ChartHop terminology

Markdown formatting

Filtering data

Hiding sensitive data

Navigating ChartHop

Home page

Export your Org Chart to slides

Embed your Org Chart on a webpage

Org Chart

Editing data in the Data Sheet

Creating Data Sheet views

Syncing Data Sheet views to a spreadsheet

Exporting data from the Data Sheet

People Data Sheet

Data Sheet

Calendar

Resources

Viewing employee profiles

Employee Profiles

Getting around in ChartHop

Signing in to ChartHop for the first time

View your profile information

Control what people see on your profile

Set your work location

Update your org profile image

Customize your employee profile

Complete tasks and forms

Time off for employees

Give a Shoutout

Change your password

Edit your user settings

Sync your calendar with ChartHop

ChartHop for Employees

ChartHop implementation overview

Syncing your payroll system

Syncing your hiring plan 

Import payroll data for ChartHop Basic

Syncing data via an SFTP server

Creating your ChartHop org

Payroll systems

Applicant tracking systems

FP&A

Identity & SSO

Slack

Apps & Integrations

Birthday announcements

Work Anniversary announcements

Nine box ratings

Shoutouts

Bundles

Implementing ChartHop

Untitled

Fields

Sync history

Importing spreadsheet data

Editing employee profiles

Managing data

Custom Groups

Group details

Group names and aliases

Departments

Teams

Locations

Bands

Job codes

Managing groups

About org management

Working with people

Working with jobs

Working with job history

Announcing org changes

Effective dating

Managing people and jobs

Working with custom dashboards

Configuring charts

Chart types

Advanced chart customization

Filtering data in a dashboard

Sharing a dashboard

Duplicate, export, or delete a dashboard

Dashboards

Scenarios

Headcount planning

Compensation bands

Planning

Creating a new compensation review

Setting up a compensation review

Managing a compensation review

Concluding a compensation review

Compensation reviews owner FAQs

Participating in a compensation review

Compensation reviews

Create a review

Adding forms to a review

Managing forms in a review

Monitoring participation in a review

Collaborating in a review

Closing a review

Export form responses in a review (cloned)

Viewing review data in ChartHop

Performance reviews

Create a survey

Adding forms to a survey

Managing forms in a survey

Monitoring participation in a survey

Collaborating in a survey

Closing a survey

Export form responses in a survey

View survey responses

Example Surveys

Engagement surveys

Forms

New hire management

Document management

Letter templates

Managing tasks

Time off for admins

People Ops Tools

User access controls

User management

Access Settings

Configuring general settings

Configuring the Home page

Configuring Org Chart Defaults

Configuring Data Sheet Defaults

Managing data sheet and calendar syncs

Notification preferences

Configuring financial settings

Enabling approvals

Configuring profiles

Admin settings

ChartHop for Administrators

Getting started with Carrot

Key Concepts

Basic Org Information

Compensation

Job Changes

Permissions

Personal

Recruiting

Structure

Time off

Data Types

+ (add)

- (subtract)

* (multiply)

/ (divide)

% (modulus)

= (equals)

!= (not-equals)

! (not)

> (greater-than)

>= (greater-than-equals)

< (less-than)

<= (less-than-equals)

[ ](array)

: (match)

&& (and)

|| (or)

? (ternary)

?: (elvis)

. (dot)

Operators

abs()

asOf()

boolean()

compHistory()

compBetween()

costBetween()

turnoverRate()

date()

day()

daysOffBetween()

diffYears()

diffMonths()

distance()

monthEnd()

findFormTasks()

findFormTasksByAssessment()

findResponses()

formatMoney()

formatRound()

formatNumber()

Functions

Carrot reference

Supported	Grow Scale
Prerequisites	A ChartHop account with the Owner role Carta account with Company Editor access. Note: Although HR Administrators can install the app because they not have access to import 409A valuations the sync will not work. 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.

Carta

Carta at a glance