In this article, we show you how to activate the integration with Carta and pull your Team Member grant data into Oyster.
- You have Admin access to your company’s account.
- You are logged in to the Oyster Platform with your admin credentials
You have one of the following roles in your company's Carta account:
- Company Viewer
- Company Editor
- Law Firm Admin
- HR Admin
- On the Oyster Platform, click Company > Integrations.
Click to Connect the Cartaintegration.
Type your Carta login details and click Submit.
Once connected, match your Carta users to your TMs in Oyster using the drop-down fields.
When you're done matching, click Import to import all grant data into Oyster.
Once the import is complete, the imported grants are located in the Total Rewards > Equity compensation menu.