Carta
Packages: Basic | Standard | Premium
This app syncs your equity data between ChartHop and Carta. The following stock information is synced every week:
- Employee stock grants
- Preferred and 409A valuations
This app only syncs the last 30 days of your stock information by default.
Install the Carta app
You need to work with a ChartHop implementation specialist to install this app.
Before installing this app, ensure that the employee email addresses in Carta match those in ChartHop. User matching is based on the employee's email address (work email or home email) or employee name. If a user exists in Carta but not in ChartHop, that user is ignored during sync.
Sync Carta data on-demand
You can perform a sync at any time when you have specific changes you want to incorporate, such as new valuation data. You can also choose to sync all grants instead of using the default of only the last 30 days.
Unexercised grants are not included in sync data.
Remember that when you choose to sync all grants, the sync may take some time.
To sync data:
- Select Apps from the settings (gear) menu from the left sidebar.
- Find the Carta app in the list on the My apps and bundles tab.
- Select the gear icon on the far right to view the Manage app: Carta page.
- Select an option from the Run one-time sync dropdown list in the upper right:
- Sync Recent Grants syncs all grants from the last 30 days.
- Sync All Grants syncs all grants to ChartHop.
- Sync Valuations Only syncs stock grant valuations.
- Select Run Sync.
