CandorIQ’s Integration with Carta

Overview

Carta is an industry leader in equity management, dedicated to helping companies and employees unlock the full potential of their equity. Their innovative platform provides seamless solutions for managing equity plans, empowering HR teams, and fostering employee understanding of total rewards.

The CandorIQ team is thrilled to integrate with Carta—not only because it’s an exceptional platform (which it is!) but also because we share a commitment to creating tools that drive transparency and equity in the workplace.

With this integration, CandorIQ customers can now effortlessly sync their equity data directly into their compensation management and headcount planning workflows, saving time and enhancing decision-making.

How to integrate with Carta

Thanks to our direct partnership with Carta, setting up your integration is extremely easy. Simply find Carta in the Integrations tab of your CandorIQ Settings and log into your Carta account.

From your CandorIQ homepage: Settings → Integrations → Explore Providers: Carta → Connect → Log into Carta

Double check your Carta connected

From your CandorIQ account, follow the same steps as before (go to Integrations). You should now see Carta listed in your Connected Providers.

From your CandorIQ homepage: Settings → Integrations → Connected Providers: Carta

Support

The process is designed to be very straightforward and self-serve, but if you find yourself needing support, please reach out to your technical support specialist.