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.
• You must be a Deel client admin with permission to manage Apps & Automation integrations.
• You must be a Carta user with Full access permission in Carta. To check this permission in Carta, go to Company Settings > Users and permissions.

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 – Open the App Store

In the left sidebar, select Apps & Automation to expand the section, then select App Store.

Confirm that the Apps overview page opens.

If a Welcome to your Deel Apps & Integrations dialog appears, select I'll do that later or close it with the X. The App Store is already open, but the dialog can block the app search field.

✅ Step 2 – Search for and select Carta

On the Apps overview page, select the Find apps search field in the left panel and enter Carta.

In the results, select Carta, labeled Equity management platform.

Confirm that the Carta integration details page is open by verifying that it shows the Carta name and logo, Equity management platform, and the Plugins and settings tab.

✅ Step 3 – Select Connect Carta to sync the Carta equity information with Deel

For a new connection, select Connect Carta. If an existing connection displays Your authentication is invalid, select Reconnect Carta to reauthorize it. Do not select Delete unless you intend to remove the integration.

Follow the prompts on Carta’s authorization page to sign in and authorize the integration.

After authorization is complete, Deel begins importing equity-grant data. The first sync can take a few minutes.

✅ Step 4 – 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 5 – In the left sidebar, expand People, select All people, and select the employee

✅ Step 6 – Select Equity from the employee profile menu

Review the equity grants in the employee’s Equity profile. Clients will see a Synced via Carta banner confirming the data source.

Clients can review the details of the equity grant data synced from Carta by selecting the equity name. 

✅ Step 7 –  Optional: Edit Grant Details directly in Carta 

Scroll down to the bottom of Grant Details. 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.