Agent-Skills.md

Agent Skills: Finta Upgrade & Migration

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/finta-upgrade-migration

Repository

jeremylongshore/claude-code-plugins-plus-skills
jeremylongshoreLicense: NOASSERTION
1,723221

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/HEAD/plugins/saas-packs/finta-pack/skills/finta-upgrade-migration

Skill Files

Browse the full folder contents for finta-upgrade-migration.

Download Skill

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plugins/saas-packs/finta-pack/skills/finta-upgrade-migration/SKILL.md

Skill Metadata

Name
finta-upgrade-migration
Description
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Finta Upgrade & Migration

Plan Upgrades

Upgrade from Free to Pro at Settings > Billing for unlimited deal rooms, payment collection, and full Aurora AI access.

Data Export for Migration

  1. Export pipeline as CSV from Pipeline > Export
  2. Export investor contacts
  3. Download deal room documents
  4. Save investor update history

Importing from Other CRMs

Moving from Affinity, Streak, or spreadsheets:

  1. Export from existing tool as CSV
  2. Map columns to Finta fields (Name, Firm, Email, Stage)
  3. Import via Finta CSV import

Resources

Next Steps

For CI, see finta-ci-integration.