Carta

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Overview

Sync Carta with BambooHR to create a seamless experience for new hires, employee updates, and departures. Minimize the time you spend on manual tasks and eliminate the risk of making a mistake. With the BambooHR Integration, you can create stakeholder profiles in Carta, update stakeholder profiles as the corresponding employee record is updated in BambooHR, and terminate stakeholder profiles upon an employee's departure.

How it works:

Setting up an HRIS integration provides a logical solution to streamlining HR processes, allowing you to automate and track stakeholder changes, synchronize records, and unlock the power of Carta Total Compensation. All users with permissions to make changes to company account information can configure an HRIS integration through the Company settings page to start taking advantage of the following benefits:

Enhanced accuracy

Carta offers the ability to opt into automatic updates to the Tax ID, Address, Job title, and Cost center fields based on changes in your HRIS. Other updates and terminations are reflected as pending updates and terminations in Carta, eliminating inconsistencies and preventing continued vesting for terminated employees.

Effortless data management

Integrations run automatically, saving valuable time for company administrators who would otherwise need to manually input data or upload files.

Flexible synchronization options

Carta offers both automatic daily synchronization and on-demand manual synchronization triggered by admins, preserving the integrity of employee data.

Integration

What data syncs?

BambooHR Field
Sync Direction
Carta Field
Field Logic or Notes
Employee #
Employee ID
This is the identifying field for the integration. The two Systems Employee #/ID must Match.
Employee ID
Employee_ID
Unique Employee ID for a Stakeholder
First Name
First Name
Last Name
Last Name
Work Email
Email
Birthday
Date of Birth
Address 1
Address 1
Address 2
Address 2
City
City
State Code
State
Country
Country
Zip Code
Zip
Termination Date
Termination Date
Termination Reason
Termination Reason
Department
Cost Center

Publisher

Carta

Updated: 12/01/2019

Phone Support:

+1 (650)-669-8381

Email Support:

[email protected]

Support Hours:

Monday - Friday

8:30AM to 7PM MT

- Carta Integration Help Article