Installing the Carta app

This section covers setting up the Carta integration app, which allows you to sync your employee stock grants to ChartHop. 

ChartHop recommends reviewing the data in your equity system to ensure it is what you expect before you sync it to ChartHop.

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.

After you have reviewed your equity system data, you can install the Carta integration app in ChartHop.

When you select Install, you are prompted to authorize a connection between ChartHop and Carta. To do this, select Go to Carta API.

If not already, log in to Carta using your credentials. Carta shows you some details about the data ChartHop will be accessing. Select the issuer account in Carta to connect to ChartHop, then select Authorize.

Your Carta account must have either a Company Viewer, Company Editor, or HR Admin role role. This guide from Carta explains how to check a user's role.

You should be redirected back to ChartHop when the authorization is complete.

Data sync settings control when data is synced between ChartHop and Carta. By default, data can be synced on a weekly basis. Otherwise, you can save your settings and configure the sync to occur at another time.

After you first configure your equity data for Carta, you should run a one-time sync for All Grants to populate your grant data and verify that the sync is operating as you expect.

To run a one-time sync for all grants:

After you’ve synced your data for the first time and verified your vesting schedules, you should configure a weekly sync. The value of syncing your equity data to ChartHop is that it ensures that your equity grant data is always up to date. 

To show the dollar values of grants in ChartHop, you will need to first enter the valuation for your shares. ChartHop only pulls 409A valuations from Carta. Note that the authenticated users must have a Carta account with Full Access or Company Editor access roles. See this guide to set up stock valuations.