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

Assist firms with troubleshooting the "Invalid call to the API" error in Active Ledger.

Updated yesterday

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