name: finta-upgrade-migration description: 'Handle Finta platform updates and data migration.

Trigger with phrases like "finta upgrade", "finta migration".

' allowed-tools: Read, Grep version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• fundraising-crm
• investor-management
• finta compatibility: Designed for Claude Code

Finta Upgrade & Migration

Overview

Finta is a fundraising CRM built for founders managing investor pipelines, deal rooms, and investor updates. The API exposes endpoints for funding rounds, investor contacts, and deal room documents. Tracking API changes matters because Finta evolves its data model around fundraising workflows — field renames in round stages, investor contact schema updates, and deal room permission changes can break integrations that sync pipeline data to external analytics or reporting tools.

Version Detection

const FINTA_BASE = "https://api.trustfinta.com/v1";

async function detectFintaApiVersion(apiKey: string): Promise<void> {
  const res = await fetch(`${FINTA_BASE}/rounds`, {
    headers: { Authorization: `Bearer ${apiKey}`, "Content-Type": "application/json" },
  });
  const data = await res.json();
  const apiVersion = res.headers.get("x-finta-version") ?? "unknown";
  console.log(`Finta API version: ${apiVersion}`);

  // Check for deprecated fields in round objects
  const knownFields = ["id", "name", "stage", "target_amount", "raised_amount", "investors", "created_at"];
  if (data.rounds?.[0]) {
    const actual = Object.keys(data.rounds[0]);
    const deprecated = knownFields.filter((f) => !actual.includes(f));
    const added = actual.filter((f) => !knownFields.includes(f));
    if (deprecated.length) console.warn(`Removed fields: ${deprecated.join(", ")}`);
    if (added.length) console.log(`New fields: ${added.join(", ")}`);
  }
}

Migration Checklist

• Review Finta changelog for breaking changes to round or investor endpoints
• Audit codebase for hardcoded round stage values (e.g., "pre-seed", "series-a")
• Verify investor contact schema — check for firm vs. organization field rename
• Update deal room document upload endpoint if file size limits changed
• Test investor update email delivery via API (template format may change)
• Validate webhook payloads for round status change events
• Migrate CSV import mappings if column headers were renamed
• Check OAuth token expiry and refresh behavior for API key rotation
• Update pipeline stage enum values if Finta added custom stage support
• Run data export and re-import test to verify round-trip data integrity

Schema Migration

// Finta round schema evolved: flat stage string → structured stage object
interface OldRound {
  id: string;
  name: string;
  stage: string; // "pre-seed", "seed", "series-a"
  target_amount: number;
  raised_amount: number;
  investors: string[]; // investor IDs
}

interface NewRound {
  id: string;
  name: string;
  stage: { key: string; label: string; order: number }; // structured stage
  target: { amount: number; currency: string };
  raised: { amount: number; currency: string };
  investors: Array<{ id: string; committed_amount: number }>;
  updated_at: string;
}

function migrateRound(old: OldRound): NewRound {
  const stageMap: Record<string, { label: string; order: number }> = {
    "pre-seed": { label: "Pre-Seed", order: 1 },
    seed: { label: "Seed", order: 2 },
    "series-a": { label: "Series A", order: 3 },
  };
  return {
    id: old.id,
    name: old.name,
    stage: { key: old.stage, ...stageMap[old.stage] ?? { label: old.stage, order: 0 } },
    target: { amount: old.target_amount, currency: "USD" },
    raised: { amount: old.raised_amount, currency: "USD" },
    investors: old.investors.map((id) => ({ id, committed_amount: 0 })),
    updated_at: new Date().toISOString(),
  };
}

Rollback Strategy

class FintaClient {
  constructor(private apiKey: string, private version: "v1" | "legacy" = "v1") {}

  private get baseUrl(): string {
    return `https://api.trustfinta.com/${this.version}`;
  }

  async getRounds(): Promise<any> {
    try {
      const res = await fetch(`${this.baseUrl}/rounds`, {
        headers: { Authorization: `Bearer ${this.apiKey}` },
      });
      if (!res.ok) throw new Error(`Finta ${res.status}`);
      return await res.json();
    } catch (err) {
      if (this.version !== "legacy") {
        console.warn("Falling back to legacy Finta API");
        this.version = "legacy";
        return this.getRounds();
      }
      throw err;
    }
  }
}

Error Handling

Resources

• Finta Changelog
• Finta API Documentation

Next Steps

For CI pipeline integration, see finta-ci-integration.