How to set up the Carta integration
Log into Comprehensive
Go to Integrations in your company settings
Click “Add Integration” under "Equity Integrations" and select Carta
Follow the steps to connect your account to Comprehensive
You'll be redirected to Carta to authorize account access
Select the issuer accounts (companies) you'd like to grant Comprehensive access to
You'll be redirected back to Comprehensive to complete setup
Select Issuer (Company)
Click "Add additional issuer" if you'd like to sync more than one issuer account. Note: If you have more than one issuer accounts in Carta, we only pull data from the issuers that you selected when completing the Carta integration setup.
Choose which Security type(s) you'd like to sync over
Features
Once synced, Comprehensive will pull the following information from Carta for each employee, if applicable:
Option Grants
Restricted stock awards (RSAs)
Restricted stock units (RSUs)
Syncing options
By default, your Carta integration will sync nightly at 5pm PST
If needed, you can sync manually by clicking the green re-sync button on the Integrations page
Troubleshooting
If grants are missing for an employee, it's likely due to an email mismatch between Carta and Comprehensive
To fix, update the “Contact Email” in Carta to match the employee's Comprehensive email address
If any other questions, we're here to help!