Installing the Carta app

this section covers setting up the carta integration app, which allows you to sync your employee stock grants to charthop review your equity system data 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 install the carta app after you have reviewed your equity system data, you can install the carta integration app in charthop from the left sidebar, select apps & bundles from the sub menu, select apps select the availible apps tab scroll to your equity app and select install on the far right of the respective app's row connect the carta app 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 can only connect one carta issuer account to a charthop organization account you should be redirected back to charthop when the authorization is complete configure data sync settings for carta 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 select one of the two options enable auto sync this option syncs your organizational roster from carta's api weekly save settings this option skips the sync setup for now and saves your settings up to this point so that you can set up your sync details later select finish setup when you're done run an initial one time sync of your equity data 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 under carta's manage app settings page, select the run one time sync button you'll be given three options to sync sync recent grants sync all grants sync valuations only select sync all grants configure your equity app sync to run weekly 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 from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab scroll to your equity app and select the gear (settings) icon on the far right of the row to view app settings within the app status & sync settings section, select the edit (pencil) icon toggle the auto sync option to on select save set up valuations 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 https //docs charthop com/setting up stock valuations