> For the complete documentation index, see [llms.txt](https://docs.healthsherpa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.healthsherpa.com/on-exchange-api-documentation/integration-guide/use-cases-and-features/operationalizing-healthsherpa-exports.md).

# Operationalizing HealthSherpa Exports

If you're not already using our exports today, see [here](https://faq.healthsherpa.com/en/articles/5211027-exporting-client-lead-data) to learn about this powerful agency management tool. 

{% hint style="info" %}
Dig deeper into the export data fields and their sources [here](https://app.box.com/s/x8glk2tuaydxtvzq1ymk6rlb5znl0pdv).
{% endhint %}

## FAQ and Errors

* I don't see all of my enrollments in the file. What applications are included? 
  * Applications that were submitted via a three-way call to the Marketplace are not included in the export, since they were submitted off-platform. 
* What does it mean when `healthsherpa_policy_ids` is null? 
  * The policies were cancelled or terminated. 
* Who is agent of record on a given policy? 
  * The `aor_npn`  field is what CMS shows as the agent of record as of the last EDE sync. EDE syncs only happen when 1) a user manually accesses a record (agent clicks a client name, consumer logs in), 2) an agent clicks "Refresh" for a record, or 3) HealthSherpa does a quarterly "bulk sync" with CMS, where we get current status for every app on our platform. The value for `aor_npn` is a snapshot as of the last sync, and may be stale. 


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