Finta Local Dev Loop

Overview

Finta is primarily UI-driven without a public API. For local automation, use CSV exports from Finta combined with Python scripts for analysis, reporting, and integration with other tools.

Prerequisites

• An approved, minimal CSV export; use a sandbox or de-identified copy for development.
• Python with the required analysis packages installed in an isolated project environment.
• A local directory excluded from version control for raw exports and generated reports.

Instructions

Export Pipeline Data

1. In Finta, go to Pipeline > Export > CSV
2. Save as pipeline-export.csv

Analyze Fundraise Pipeline