Clients who have existing equity grants for their employees can leverage our integration with Carta to view equity data directly in Deel.
Once you connect your Carta account, Deel will automatically match your employees with their equity account. As you manage equity grants in Carta, all of the updates will be synced to your employee’s profile in Deel.
Before you begin:
- We can only retrieve data on approved grants
- Independent Contractors under Deel Shield cannot be granted Equity via Deel.
- If a shield employee already has an Equity Grant in Carta, however, the data will sync and display in Deel.
Equity for EOR Employees
- The EOR Equity Service must be enabled in order to display equity grant data from Carta for EOR workers.
- If the EOR Equity Service hasn’t been enabled, you will be required to speak with our Deel Equity Team in order to continue. Our Team of experts will assist you in creating Equity Grants that will fully comply with the laws and regulations of your home country as well as an EOR's country of residence.
How to sync data from Carta into Deel
✅ Step 1 – Select App Store from the left navigation menu
Search for Carta and select it from the search results
✅ Step 2 – Select Connect to sync your Carta equity information with Deel
Follow the prompts to sync your Carta data with Deel.
✅ Step 3 – Review the People Match
Once your Carta account is connected, Deel will try to match your equity grants with your employees.
Matches are based on the email address associated with the employee in Deel and their equity in Carta. If the integration does not find a match for an employee, you will be prompted to match them manually.
View Synced Equity Data
✅ Step 1 – Go to: People. Select an employee’s name to access their profile
✅ Step 2 – Select Equity from the menu on the right
Review equity grants under Enabled Integrations. You will see a notice under Enabled Integration stating “Synced via Carta”
You can review the details of the equity grant data synced from Carta by selecting the equity name.
✅ Step 3 – Optional: Edit Grant Details directly in Carta
Scroll down to the bottom of Grant Details on the right. Select View Details on Carta.
This will take you from Deel to Carta's site where you can log in and edit the details as needed.
When you update the equity information in Carta, you will see the changes reflected here in Deel.