Finta SDK Patterns

Overview

Finta does not expose a public REST API. Integrate via: (1) CSV export + Python processing, (2) email integrations (Gmail/Outlook), (3) Zapier/Make webhooks, or (4) Stripe/payment integrations for capital collection.

Prerequisites

• Confirm the integration method and permissions currently supported by the relevant provider before implementation.
• Use a secret manager and least-privilege OAuth or webhook credentials; never place tokens in examples, CSV files, or logs.
• Prepare a synthetic export and a clear field-allowlist for the destination system.

Instructions

1. Start with a read-only, de-identified export and verify its schema before automating a transformation.
2. Map only approved fields into the destination; retain an explicit exclusion list for contact details, document links, and financial terms.
3. Use an idempotency key or import ledger so a rerun cannot create duplicate outreach, CRM records, or payment actions.
4. Verify webhook signatures at the edge, queue work with bounded retries, and send exhausted failures to a reviewed exception queue.
5. Stage integration changes with fictitious records, then canary the approved production workflow with a documented rollback switch.