Troubleshooting HRIS integration issues
If your HRIS data isn’t syncing or the integration appears disconnected, there are a couple of common reasons:
Your integration is no longer supported and needs to be updated, or
Carta lost access to your HRIS due to credential or permission changes.
1. Check if your integration needs to be updated
Carta is no longer supporting HRIS integrations set up through Finch, and these connections are being phased out.
To check your integration type, go to Company Settings > HRIS Integrations.
⚠️ If your integration shows Finch, you'll need to reconnect using another method to avoid any interruptions in data syncing.
If your provider is supported by Merge, simply follow these steps to create a new integration.
If your provider isn't supported by Merge, you’ll need to switch to a CSV or SFTP integration.
2. Re-enter your credentials if access has changed
If your integration was working but suddenly stopped syncing, Carta may have lost access to your HRIS account. This can happen if:
The admin who set it up no longer has HRIS access
HRIS login credentials were updated
Permissions have changed
To fix this:
Go to Company Settings > HRIS Integrations
Click the row tools icon (three dots) next to the integration
Select Re-enter credentials, then follow the prompts to reconnect your account