Clients who have existing equity grants for their employees can leverage our integration with Carta to view equity data directly in Deel.

Once connected to the Carta account, Deel will automatically match the employees with their equity account. As clients manage equity grants in Carta, all of the updates will be synced to the employee’s profile in Deel.

Before Starting:

• We can only retrieve data on approved grants
  
  
• Independent Contractors under Deel COR cannot be granted Equity via Deel.
  • If a COR employee already has an Equity Grant in Carta, the data will sync and display in Deel.

Deel can only collect and sync equity options data through the API. We will soon add the capability to also sync Restricted Stock Units (RSU), Restricted Stock Awards (RSA), and certificates.

Equity for EOR Employees

• The EOR Equity Service must be enabled to display equity grant data from Carta for EOR workers.
• If the EOR Equity Service hasn’t been enabled, clients will be required to speak with our Deel Equity Team in order to continue. Our team of experts will assist them in creating Equity Grants that will fully comply with the laws and regulations of their home country as well as an EOR's country of residence. 

How to Sync Data From Carta Into Deel

✅ Step 1 – Select the Apps tab from the Hub icon 

Search for Carta and select it from the search results 

✅ Step 2 – Select Connect to sync the Carta equity information with Deel

Follow the prompts to sync the Carta data with Deel. 

✅ Step 3 – Review the People Match

Once the client's Carta account is connected, Deel will try to match their equity grants with the 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, clients will be prompted to match them manually.
 

View Synced Equity Data 

✅ Step 1 – From the homepage, select the People icon and from the All People tab, select the employee

✅ Step 2 – Select Equity from the menu on the right 

Review equity grants under Enabled Integrations. Clients will see a notice under Enabled Integration stating “Synced via Carta”

Clients 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 the client from Deel to Carta's site where they can log in and edit the details as needed.

When updating equity information in Carta, clients will see the changes reflected in Deel.