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How to troubleshoot the "Invalid call to the API" error when uploading a trial balance file in a dataset

To assist firms in troubleshooting the "Invalid call to the API" error in Active Ledger.

Overview: When uploading a trial balance file in a dataset in Active Ledger using an Excel source, users may occasionally encounter the following error:

​'Invalid call to the API'


Resolution

This issue is often caused by environmental settings. Please ensure that the necessary URLs have been whitelisted in your web security programs.

You can find the full list of required URLs here: ​Whitelist URLs (Active & Smart Workpapers)


If you're using Netskope to manage web security, make sure to add the relevant exceptions for these URLs.

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