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 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.