Carta Integration

Welcome seamlessly integrates with Carta so that you can import employees' equity information when creating Total Rewards overviews.

1. Log in to Carta
2. Click on Company
3. Click Permissions and roles
3. Click Add User
4. Enter the following information
- First Name: Welcome
- Last Name: Integration
- Email: integrations+[yourcompanyname] (e.g.
- Title: Welcome Integration
5. Select Company viewer as the permission
6. Click the Add user button

Note: To integrate with Carta, we will need you to create a temporary, third-party login. Below are instructions on how to do so.