Using Custom Spreadsheets When Adding New Stakeholders in Bulk
What’s coming: Admins can now upload new stakeholder information using data stored in custom spreadsheets/reports
Who this affects: All companies
For companies that use HR Providers to store their stakeholder/employee information, their company admins can now upload new hire information into Carta in bulk using the HR Provider's report (xls, or xlsx) with minimal modifications.
This workflow is an enhancement to the existing Bulk Add Stakeholders flow, with a new step for users to map the columns in the report to Carta data fields.
Timing: Live for all customers Oct 20.