Migrate to Production

Pre-requisites for taking your API integration.

Please complete the below tasks prior to taking your API integration live.


  • Develop API integration in the playground environment
  • Incorporate approved Carta branding assets in your app if relevant
  • Document your integration rollout plan and expected API traffic
  • Record a demo of the full integration flow and end-user experience

Ready for production?

When your team is ready for production access, please submit this form.

Upon review and sign-off of your submission, our team will provision your production application and share your API credentials. Note that given the high volume of submissions, this process may take us 1-2 weeks.

Once you have production access, we suggest doing a small round of internal testing & validation in the production environment to confirm that your integration works as expected before fully going live.