Carta Integration

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This article is about Justworks PEO. What product am I using?

From first check to IPO, over 40,000 companies use Carta to fundraise, issue equity, and stay compliant.

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Integration Overview

The Justworks x Carta integration enables you to view salary and equity data in one place by automatically syncing employee information from Justworks to Carta.

This integration allows you to:

  • Eliminate double entry: Save time with a single source of truth for employee information like terminations or address changes.

  • Simplify reconciliation: Justworks data syncs to Carta daily. If there’s a discrepancy between payroll and equity data, Carta will flag it and make it easy for you to reconcile.

  • Calculate taxes with ease: Easily understand employees’ tax impact with salary, location, and equity information in one place. 

Data sent from Justworks to Carta:

  • First Name
  • Last Name
  • Work Email
  • Date of Birth
  • Home address
  • Work address
  • Job Title
  • Employment Type
  • Start Date
  • Termination Date
  • Compensation amounts
  • Compensation currency

How the integration works

To set up the integration, go to Carta, login, go to settings, and find Justworks in the HRIS integrations.

You can view set-up instructions here: Carta Help Center Article.

Pricing information

You can view Carta's Pricing Plans here. New customers can claim 20% off the first year of an annual paid Carta plan when they sign up via partners@carta.com.

Frequently Asked Questions

Who can use this integration?

This integration is available to customers on Justworks PEO plans starting September 2024, and Payroll customers starting January 2025. Carta Corporate customers can use this integration.

 

How much does this integration cost?

This integration is free.

 

Where can I find integration partner pricing?

Visit Carta’s Pricing page for plan details, and email partners@carta.com for a quote. 

 

Can I apply the Justworks Discount if I’m already using Carta?

Unfortunately not. Offers listed are available only for new Carta customers.

 

How can I contact Carta?

Contact the partner at partners@carta.com.

 

In order to set up the integration, what permissions does an Admin need on Carta?

All users with Carta permissions to make changes to company account information can set up the integration.

 

To use the integration, what permissions does an Admin need on Carta?

All users with Carta permissions to make changes to company account information can set up the integration.

 

What employee types does this integration support?

  • Full-Time
  • Part-Time
  • Contractors

 

How often is data synced?

Data is synced every 24 hours.

 

Will the integration expire?

The integration does not expire.

 

Resources

Carta Help Center Article

 

Disclaimer

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.