ReddRadar
Agent skill
finta-upgrade-migration
Handle Finta platform updates and data migration. Trigger with phrases like "finta upgrade", "finta migration".
Install this agent skill to your Project
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/finta-pack/skills/finta-upgrade-migration
SKILL.md
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
- Export pipeline as CSV from Pipeline > Export
- Export investor contacts
- Download deal room documents
- Save investor update history
Importing from Other CRMs
Moving from Affinity, Streak, or spreadsheets:
- Export from existing tool as CSV
- Map columns to Finta fields (Name, Firm, Email, Stage)
- Import via Finta CSV import
Resources
Next Steps
For CI, see finta-ci-integration.
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