Installing the Carta app (beta)
This section covers setting up the Carta integration app, which allows you to sync your employee stock grants to ChartHop.
The ChartHop and Carta are currently refining a new Carta app (beta). Currently, customers can install the app, but cannot sync data with it. Existing customers using Carta should still rely on their legacy Carta app to sync data.
Note that this app is currently being used for authentication only as data will continue to sync from the legacy Carta app.
If auto sync is NOT enabled in your legacy Carta app, please run a one-time sync from the legacy app after successfully installing this new Carta app. This process ensures that your data will continue to sync as expected once the transition is complete.
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.
- Navigate to Apps from the settings (gear) menu in the left sidebar.
- Select the All 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.
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.
Configure vesting schedule syncs for Carta
ChartHop implementation specialists are available to help you configure and sync your vesting schedules and valuation data.
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 to verify that the sync is operating as you expect and that your data is what you expect.
To run a one-time sync:
- 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.
- Navigate to Apps from the settings (gear) menu on the left side.
- Select the My Apps and Bundles 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.
