> ## Documentation Index > Fetch the complete documentation index at: https://docs.canary.effectiveai.app/llms.txt > Use this file to discover all available pages before exploring further. # Sync a managed filing from SERFF > Read the SERFF website using the filing owner’s saved personal login for the explicitly selected destination. Requires the owner’s ordinary member credential and filing edit access. A full SERFF tracking number must already be recorded. Select loginId from the accounts returned by staging readiness; it may be omitted only when exactly one personal login matches the destination. Returns after fetching and importing: updates tracking numbers and verified status; imports new objection letters/items with stable SERFF source identities. Preserves existing response drafts, item work status, documents and effective dates. Reads SERFF only; never stages, submits, pays, sends correspondence or starts an automated filing workflow. Repeating the call reconciles already imported source IDs; a failed import may have created records, so retry to continue. Partial means some letters were unreadable or source text changed; inspect warnings. A timeout is not proof of completion; inspect the filing/objections and retry. Reads up to 100 letters and 100 items per letter; attachment downloads are not included. ## OpenAPI ````yaml /openapi.json post /insurance/managed-filings/{filingId}/serff-sync openapi: 3.0.3 info: title: Effective API version: 2.0.0 description: The public Effective REST API. Authenticate using an Effective API key. servers: - url: https://api.canary.effectiveai.app/api/v2 description: Canary security: - bearerAuth: [] paths: /insurance/managed-filings/{filingId}/serff-sync: post: tags: - Managed Filings summary: Sync a managed filing from SERFF description: >- Read the SERFF website using the filing owner’s saved personal login for the explicitly selected destination. Requires the owner’s ordinary member credential and filing edit access. A full SERFF tracking number must already be recorded. Select loginId from the accounts returned by staging readiness; it may be omitted only when exactly one personal login matches the destination. Returns after fetching and importing: updates tracking numbers and verified status; imports new objection letters/items with stable SERFF source identities. Preserves existing response drafts, item work status, documents and effective dates. Reads SERFF only; never stages, submits, pays, sends correspondence or starts an automated filing workflow. Repeating the call reconciles already imported source IDs; a failed import may have created records, so retry to continue. Partial means some letters were unreadable or source text changed; inspect warnings. A timeout is not proof of completion; inspect the filing/objections and retry. Reads up to 100 letters and 100 items per letter; attachment downloads are not included. operationId: syncManagedFilingFromSerff parameters: - schema: type: string format: uuid required: true name: filingId in: path requestBody: required: true content: application/json: schema: type: object properties: destination: type: string enum: - production - beta loginId: type: string format: uuid description: >- Personal login ID returned by staging readiness for this destination. Required when multiple personal logins match. required: - destination additionalProperties: false responses: '200': description: Sync completed or partially completed. Inspect status and warnings. content: application/json: schema: type: object properties: filingId: type: string format: uuid destination: type: string enum: - production - beta trackingNumber: type: string portalStatus: type: string checkedAt: type: string format: date-time status: type: string enum: - completed - partial objectionsCreated: type: integer minimum: 0 itemsCreated: type: integer minimum: 0 objectionIds: type: array items: type: string format: uuid warnings: type: array items: type: string required: - filingId - destination - trackingNumber - portalStatus - checkedAt - status - objectionsCreated - itemsCreated - objectionIds - warnings additionalProperties: false '400': description: Invalid request. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '401': description: Authentication required. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '403': description: Only the filing owner with edit access may sync. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '404': description: Filing not found. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '409': description: >- SERFF tracking number, personal credentials or a new sign-in is required; or concurrent edits require a retry. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '415': description: Content-Type must be application/json. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '500': description: >- Import failed. Some records may have been imported; retry to reconcile. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' '503': description: >- SERFF could not be read. No filing, objection or item records were changed. content: application/json: schema: $ref: '#/components/schemas/V2CodedError' security: - bearerAuth: [] components: schemas: V2CodedError: allOf: - $ref: '#/components/schemas/V2Error' - type: object properties: code: type: string minLength: 1 description: Stable error code. Clients must tolerate unknown future codes. details: type: array items: type: object properties: location: type: string enum: - path - query - header - body path: type: array items: type: string maxLength: 64 maxItems: 12 code: type: string enum: - required - invalid_type - invalid_value - unknown_field message: type: string minLength: 1 maxLength: 200 required: - location - path - code - message minItems: 1 maxItems: 20 description: Bounded safe validation issues; may omit some invalid fields. requestId: type: string minLength: 1 maxLength: 128 description: >- Existing server correlation for this HTTP attempt, when available. dataset: type: string enum: - naic - osha description: Dataset needed for dataset_not_enabled. accessUrl: type: string nullable: true format: uri description: >- Where to add the product to your account, for product_access_required. required: - code V2Error: type: object properties: error: type: string minLength: 1 description: Human-readable explanation of the failure. required: - error securitySchemes: bearerAuth: type: http scheme: bearer description: 'Effective API key. Send Authorization: Bearer sk-eai-...' ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.