finta-common-errors

name	finta-common-errors
description	Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".
allowed-tools	Read, Grep
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","fundraising-crm","investor-management","finta"]
compatibility	Designed for Claude Code

Finta Common Errors

Overview

Finta is a fundraising CRM that manages investor pipelines, deal rooms, email sync, and payment collection for startups raising capital. Common errors involve round state transition violations (e.g., moving a round backward from "Closing" to "Outreach"), investor deduplication failures during CSV imports, and pipeline sync breakdowns between email providers and the deal tracker. Aurora AI suggestions depend on complete company profiles, and incomplete data is the top cause of empty recommendations. This reference covers API-level errors and CRM workflow issues that disrupt fundraising operations.

Error Reference

Code	Message	Cause	Fix
400	Invalid round transition	Moving round to an invalid state	Follow valid transitions: Draft > Active > Closing > Closed
401	Invalid API key	Expired or revoked FINTA_API_KEY	Regenerate at Settings > API Access
404	Investor not found	Deleted or merged investor record	Search by email to find merged record
409	Duplicate investor	Email already exists in pipeline	Use dedup endpoint before CSV import
422	Missing required fields	Incomplete investor or round data	Include name, email, stage at minimum
429	Rate limit exceeded	Too many API calls	Implement backoff; batch operations where possible
500	Pipeline sync failed	Email provider OAuth expired	Reconnect Gmail/Outlook at Settings > Integrations
502	Stripe webhook failed	Payment collection error	Verify Stripe integration and webhook URL

Error Handler

interface FintaError {
  code: number;
  message: string;
  category: "auth" | "rate_limit" | "validation" | "sync";
}

function classifyFintaError(status: number, body: string): FintaError {
  if (status === 401) {
    return { code: 401, message: body, category: "auth" };
  }
  if (status === 429) {
    return { code: 429, message: "Rate limit exceeded", category: "rate_limit" };
  }
  if (status === 400 || status === 404 || status === 409 || status === 422) {
    return { code: status, message: body, category: "validation" };
  }
  return { code: status, message: body, category: "sync" };
}

Debugging Guide

Authentication Errors

Finta API keys are scoped per workspace. Verify the key matches the active workspace at Settings > API Access. Keys are revoked automatically when team members are removed. Re-invite and regenerate if a team change caused the failure. Test connectivity with a simple GET to the rounds endpoint before running complex operations.

Rate Limit Errors

Finta enforces 60 requests/minute per API key. Batch investor updates using the bulk endpoint instead of individual PUT calls. CSV imports bypass the rate limit -- prefer bulk import for large datasets.

Validation Errors

Round state transitions must follow the sequence: Draft, Active, Closing, Closed. Skipping states returns 400. Backward transitions (e.g., Closing to Active) are also rejected. Investor deduplication matches on email -- always check for existing records before creating. Deal room links expire after 30 days by default; regenerate from the round settings page. CSV imports require name, email, and stage columns with dates in YYYY-MM-DD format.

Error Handling

Scenario	Pattern	Recovery
Round state transition rejected	Invalid backward move	Query current state, advance only forward
CSV import partial failure	Duplicate emails found	Run dedup pass, retry failed rows
Email sync disconnected	OAuth token expired	Reconnect provider at Settings > Integrations
Aurora AI no suggestions	Incomplete company profile	Fill all profile fields: sector, stage, location, raise amount
Payment link mismatch	Amount differs from commitment	Regenerate Stripe payment link with correct amount

Quick Diagnostic

# Verify API connectivity
curl -s -o /dev/null -w "%{http_code}" \
  -H "Authorization: Bearer $FINTA_API_KEY" \
  https://api.trustfinta.com/v1/rounds

Resources

• Finta Help Center
• Finta API Documentation

Next Steps

See finta-debug-bundle.