Carta Release Notes Product Updates logo
Back to Homepage

Product Updates

Subscribe to Updates

Labels

  • All Posts
  • Corporations
  • Venture Capital
  • Carta LLC
  • Carta Liquidity
  • Carta Total Comp
  • Equity Advisory
  • Mobile
  • Carta Launch
  • 409A
  • Employees
  • Investors (Corporations)
  • Investors (Fund Admin)
  • Limited Partners
  • Board Members
  • Compliance
  • Early Access
  • General Availability
  • Investor Experience

Jump to Month

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
General Availability
5 years ago

A new feature to bulk modify stakeholder data on Carta

If you are an equity administrator who needs to keep stakeholder data 100% accurate and up-to-date, we’ve released a new feature that allows you to update email addresses, payroll IDs, employee IDs, and other fields on Carta for more than 1 stakeholder at a time. Maintaining accurate stakeholder data is critical for a number of reasons:

  • Employee & Payroll ID: A stakeholder’s employee and payroll ID serve as unique identifiers for you to easily run HRIS and Payroll reports for your company.
  • Addresses: Stakeholder addresses are used for payroll, tax mobility, and contacting stakeholders when necessary.
  • Email Addresses: Email addresses make sure that the correct stakeholders have electronic access to their equity in your company. It is also the primary means for holders to receive notices about company events and equity events.

To bulk update stakeholder data on Carta:

  1. Navigate to Stakeholders --> All Stakeholders --> Manage stakeholders --> Update Stakeholders

Screen Shot 2020-01-07 at 9.52.55 AM.png

  1. Select the data fields you would like to update and hit Download. This will produce a custom spreadsheet for you to edit in excel.

1.gif

  1. Edit data directly on the spreadsheet and save. Please do not move columns around.

2.gif

  1. Return to Carta to upload the spreadsheet you had just edited and saved. Hit Submit updates and confirm the changes you are making on Carta. Carta will run a set of checks to make sure everything looks correct. We only run checks on the stakeholders you have modified. Once the checks have passed you will see a confirmation page and you’re all set!

3.gif

Resolving Errors

If we detect some errors in the data you edited, we want to help you resolve them before making the changes on Carta.

  1. When you hit Submit updates and you have outstanding errors to resolve, hit Download Errors Spreadsheet. Clicking this button will download a spreadsheet of the errors we found with instructions on how you can resolve them.

Screen Shot 2020-01-07 at 2.26.39 PM.png

  1. When you open the spreadsheet, you will see the associated stakeholder with an error highlighted in red. Hover your mouse over to the first column to read a brief description on how you can resolve the error. Make the changes directly on Excel once again and hit save.

4.gif

  1. Return to Carta to upload the edited spreadsheet and submit again.

Screen Shot 2020-01-07 at 2.39.04 PM.png

Coming soon: updating stakeholder properties in bulk.

If you have any questions or feedback for this new tool, please send a note to angela.jo@carta.com

Avatar of authorGwynne Burgess