13min

Carta

This app syncs your equity data between ChartHop and Carta. The following stock information is synced on a daily basis:

  • Employee stock grants
  • Preferred and 409A valuations

This app only syncs the last 30 days of your stock information by default.

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.

Connect Carta to ChartHop

You'll need to create a new Carta user account specifically to authenticate to ChartHop. The user account must have Company Viewer access, which gives access to retrieve stock grants. You'll do this in Carta, but then enter the user credentials in ChartHop to connect Carta with ChartHop.

To connect Carta to ChartHop:

  1. Select Apps from the settings (gear) menu in the left sidebar.
  2. Select the All apps tab.
  3. Find the Carta app in the list of available apps.
  4. Select Install on the far right.
  5. Follow the steps outlined in the setup wizard, which provide instructions for creating your Carta user.

Sync Carta data on-demand

When you configure the Carta app, you decide whether you want to auto-sync your Carta data to ChartHop. ChartHop recommends choosing auto-sync, which syncs Carta daily and keeps ChartHop up-to-date.

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.

Keep in mind that when you choose to sync all grants, the sync may take some time.

To sync data:

  1. Select Apps from the settings (gear) menu from the left sidebar.
  2. Find the Carta app in the list on the My apps and bundles tab.
  3. Select the gear icon on the far right to view the Manage app: Carta page.
  4. 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.
  5. Select Run Sync.



Updated 16 Aug 2022
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