Forum - Recent Threads

Search Term Formatting

rramos — Wed, 09 Sep 2026 15:39:19 GMT

Hello. When preparing a search query for person, phone, business, etc. do the search terms need to be formatted, if at all. I have reviewed the user guide and the API specification and have not found an answer.

The question is, when I am preparing a search query, how do search terms need to be formatted? For example,

SSN, numbers only, 123-45-6789 -> 123456789
Phone, also numbers only, 521-123-4567 -> 5211234567
Name, case sensitive and must be converted to all lower case, Ray Ramos -> ray ramos

Do I have to apply these formats? The user guide and the API specifications don't say so I think you are handling it on your end. An explicit statement would be helpful, at least to me, :^)

Thank you, Ray

Error Code Explanation in CLEAR S2S

rramos — Fri, 21 Aug 2026 22:02:24 GMT

Hello. Can someone please give me the root cause for the following error code on CLEAR S2S using the Person Search API and a PersonSearchRequestV3 request

s2s.beta.thomsonreuters.com/.../searchresults using a

Error:
<StatusCode>401</StatusCode>
<SubStatusCode>10003</SubStatusCode>
<Message>Not Authorized.</Message>

What is interesting about this error is that we are already successfully using CLEAR with
s2s.beta.thomsonreuters.com/.../retrieval and s2s.beta.thomsonreuters.com/.../reportResultsCandidate

So, I'm not understanding unauthorized and what to do about it and SubStatusCode 10003 is not listed in the documentation. Please advise.

Thank You, Ray

Work Flow Additional Fields

Jerry DeMas — Wed, 22 Jul 2026 17:15:11 GMT

Using gofileroom/firmflow api to edit the additonal fields values. Updating fields that are dropdown items such as Manager require the values to be P-{??????}. Is this as index/id value? I need a way to get the index value/id of the value I want to save as Manager. if is use

"informationFields": [{

"name": "Manager",

"value": "Voldemort"

}] what is to be added to the value? P-0000???????

What about all the other api end points to get the list and values of any addiitional drop down options values

Thanks

Communicate between two isheets

tadikonda.hemanthkrishna — Thu, 02 Jul 2026 13:51:31 GMT

In HighQ, how can I reference or pull data from one iSheet into another iSheet as a dropdown? Specifically, I want the values/rows from iSheet A to appear as selectable dropdown options in iSheet B — is there a column type or configuration that supports this kind of cross-iSheet lookup?

Guidance Required for Chart Navigation and Dynamic URL Generation

tadikonda.hemanthkrishna — Thu, 18 Jun 2026 14:23:49 GMT

Hi Team,

We are looking for guidance on implementing navigation from a chart to a filtered iSheet view.

Our requirement is that when a user clicks on a chart segment/data point, they should be redirected to the corresponding page in the application, and only the selected/filtered items should be displayed in the target list view.

For example, we would like to redirect users to a URL similar to the one below, where the filter values are determined dynamically based on the chart item that was clicked:

rsmuat.highq.com/.../sheetHome.action

Could you please help us understand the following:

How can we dynamically build this URL based on the chart item selected by the user?
What does the parameter format filterValue_2227171_1 represent?
- Is 2227171 the column/field identifier?
- What does the trailing _1 indicate
Are there any alternative approaches for navigating directly to a specific filtered item or record without constructing these filterValue_* parameters manually?
Is there any documentation available that explains the URL structure and filter parameter mapping used by HighQ?

Thanks & Regards

Hemanth

How to get API access to UltraTax CS for programmatic tax form data ingestion?

Ping Qiu — Thu, 18 Jun 2026 04:26:34 GMT

Hi all,

I'm building a vertical SaaS platform for CPA firms that uses AI to parse client tax documents (W-2s, 1099s, K-1s, etc.) into structured data. I'd like to push that structured data directly into UltraTax CS so preparers don't have to re-key it manually.

A few things I'm trying to figure out:

API availability – Does Thomson Reuters offer a public or partner API for UltraTax CS that supports importing structured tax form data into a return? If so, what's the process to request access?
Supported import formats – If there's no direct API, what are the supported mechanisms for getting external data into UltraTax CS (e.g., a documented data interchange/import format, Source Data Entry, .csv/spreadsheet import, or any developer toolkit)?
Partner/developer program – Is there a Thomson Reuters developer or integration partner program for ISVs that want to build official integrations with UltraTax CS? What are the requirements and how do I apply?
Authentication & security – For any supported integration path, what does authentication look like, and are there requirements I should be aware of for handling taxpayer data?

My goal is to save preparers time on data entry, reduce transcription errors, and improve throughput per return. Any pointers to documentation, the right contact, or the correct program to apply to would be hugely appreciated.

Thanks!

Isheet count and latest updated data

tadikonda.hemanthkrishna — Fri, 29 May 2026 12:29:58 GMT

Hi Team,

Is there a single API that returns both of the following for an iSheet?

1. Total record count of the iSheet
2. Last updated by user details (user name / ID) at the iSheet or record level

Regards

Hemanth

Any API available for getting Isheet last updated by user details and also count of records in the isheet.

tadikonda.hemanthkrishna — Fri, 29 May 2026 10:30:05 GMT

Hi Team,

We have a queriy regarding the iSheet API:

1. Is there an API available to get the last updated by user details for an iSheet record? and also it will give the total count of records in an iSheet?

Please let us know if these are supported, and if so, could you share the relevant API details or documentation?

Thanks,

Hemanth

System Group API endpoints -- 403 Access Denied

Peter Darling — Thu, 28 May 2026 15:24:01 GMT

I'm a system admin in my instance, and noticed that I get a 403 - Access Denied error when trying most of the System Group API endpoints. The only one that I've actually been able to use is the Add system group api/12/groups POST endpoint to create a system group. Everything else I've tried--getting a system group's users, getting a list of system groups, adding a user to a system group--I get the same 403 Access Denied error returned. Is there any way to get these endpoints working?

HighQ + Word integration – @mentions limitation and possible alternatives

Yair Gonzalez — Tue, 12 May 2026 15:55:40 GMT

Hi all,

I’m working on a HighQ CLM use case where users edit Word documents from both Word Desktop and Word Online via HighQ.

We’ve observed that @mentions in Word comments are not available in either scenario:

No user suggestions when typing “@”
Comments behave as native Word comments
No integration with HighQ user directory or notifications

This seems aligned with the current architecture, where Word runs independently and does not connect to HighQ or M365 directory services in this context.

That said, we’re exploring whether there are any supported or extensible approaches to enhance this use case. Specifically:

Any integration patterns with Microsoft Entra ID / Microsoft Graph for user resolution or notifications
Possibility of extending functionality via Office Add-ins (Desktop)
Alternative approaches to improve collaboration experience (even partially)
Any roadmap items related to deeper M365 collaboration integration

Has anyone explored similar scenarios or implemented any workaround or extension in this space?

Appreciate any insights or experiences you can share.

Thanks!

Cannot Retrieve all Indexes on HighQ

Girish Govind — Mon, 20 Apr 2026 09:46:14 GMT

Hello Team,

We are experiencing an issue retrieving all document indexes from HighQ via API. The objective is to retrieve all active HighQ site names along with their respective file‑level details (metadata only). An earlier implementation successfully retrieved the full dataset; however, since around July 2025, the same approach no longer returns complete results. Running the existing solution without modification retrieves only ~3,000 documents, while the business confirms there are approximately 30,000 documents stored in HighQ. After refactoring the implementation to use async functions, the number of retrieved indexes increased to 8,000+, but the results remain incomplete.

The integration currently relies on the following HighQ API endpoints:

The first one is to get all the Sites(https://collaborate.ocorian.com/estera/api/1/sites?filterby=all). We do a query where we exclude all archived sites

The second one is to locate the items in the site folder.( https://collaborate.ocorian.com/estera/api/1/folders/ + si.sitefolderID + "/items";)

The third call is to access the appropriate folder by using the folder id we get from the first call (“https://collaborate.ocorian.com/estera/api/1/folders/" + fol.id.ToString()).

The last call is to get all the files details from that folder and insert it in our local database. (https://collaborate.ocorian.com/estera/api/1/files?q=\folderid=" + fol.id.ToString() + "\"")

Key observations from testing:

Not retrieving the actual count of site details on HighQ
Using Workato as an orchestration tool results in rate limit error, likely due to the volume of API calls

Could you please advise what is the best way for us to get all the indexes from HighQ(Site info and their respective files info only ) and save them in our local database

Archive / Delete users

salam.al-hakami — Mon, 13 Apr 2026 11:58:06 GMT

Hi,

We have an automation that archives users who have not logged in for 3 months or more, the issue we are facing is that the API will archive first 3 to 4 users then gives "500 Internal Server Error".

The amount of users we are trying to archive is around 40 users, and we have a sleeping mechanism for 1 minute between each call.

I would appreciate if anyone could help on how to fix this issue or what is causing it ?

The API call is constructed as below
dynamic.instantname.com/.../userid

Thanks!

iSheet limits

ckeith — Mon, 30 Mar 2026 14:31:18 GMT

We are considering an iSheet for a possible way to store/share about 500,000 rows of data on a project and have several questions:

Does an iSheet handle this amount of records?
How many columns can it have?
Is there anywhere to find the limits of an iSheet?
If it can have that many records, how is performance?
How would I load that many records?
Can I use an HighQ Connector to sync the data with a database?

Tax Live API official mappings

bartlomiej.kempinski — Wed, 25 Mar 2026 10:47:46 GMT

Hi everyone,

I'm working with the ONESOURCE Income Tax Live API and need help finding the official mapping documentation.

I need to map Live API FieldIDs directly to their IRS Form line items (e.g., Form 1120 Line 1a, Form 8990, etc.) for automated data ingestion. The standard XLS Import Templates don't seem to show the relationship between these unique FieldIDs and the physical form lines.

Does anyone know where to find the specific .xsd schemas or Build Reports that cross-reference these?

Thanks in advance for the help!

Exporting HighQ sites

Morten Fahrnholz — Sat, 21 Feb 2026 15:16:32 GMT

I'm exporting HighQ sites to our SharePoint environment. Is there any way that I can export Q&A items as well as files?

Regards

Morten

Creating file metadata

Jose Conde — Mon, 16 Feb 2026 13:14:02 GMT

Hi , i have a file uploaded to Collaborate, and want to fill some sheet record metadata related to that file

Trying to make a post to /api/3/isheet/XXX/items , being XXX the record id for that file (not very sure is the endpoint i need to use,even)

Im getting Access Denied , but see no way to add permissions to my token.

Is that the endpoint to use, otherwise what are the steps to follow?

Thanks

File "metadata"

Jose Conde — Fri, 13 Feb 2026 10:36:49 GMT

Hi all , im using this endpoint to upload some files

/api/1/files/content?parentfolderid=123&overrideduplicate=true

I need to fill some "metadata" (the fields in the red sections at the right) but not sure about how the process is , or what endpoints i need to use

Any idea?

Thanks!

Retrieve File Index issue

Girish Govind — Thu, 05 Feb 2026 06:58:25 GMT

I am trying to retrieve file information from HighQ for only active sites. Upon investigating, I found that there are 206 active sites on HighQ and but when executing the API to fetch files

, I only received 3,217 files spanning about 5 distinct site IDs. The business informed me that there are around 33000 documents that are present on HighQ. I am currently using this endpoint for the

API call to get Site information : https://collaborate.ocorian.com/estera/api/1/sites?filterby=all.

For root SiteFolder:"">collaborate.ocorian.com/.../" + si.sitefolderID + "/items"

Gets the items inside folder: "">collaborate.ocorian.com/.../" + fol.id.ToString() + "/items";

Get files : "collaborate.ocorian.com/.../files + fol.id.ToString() + "\"";

This is a small sample of how the file info is being saved:

What is the best approach to retrieve all file details (file info only) from HighQ?

Sales & Use Tax Configuration Service - Adding Location API to update locations in entities

titus.ayeni — Fri, 23 Jan 2026 21:46:35 GMT

Looking into Sales & Use Tax Compliance automation and found a gap while trying to build the process.

There are no api to configure locations for entities which I think is a core part of tax compliance because locations close or change ownership and needs to be updated monthly.

Are there any plans to add this functionality?

Sandbox AP Data Exchange API Setup Details

Claudio Weber — Mon, 12 Jan 2026 19:34:18 GMT

Hello!

I am definitely new here, and I have the mission of studying the Legal Tracker API to retrieve some information. However, I have a question: does a Sandbox environment actually exist to obtain fictitious data and verify if the API is working?

I tried accessing the link "Sandbox AP Data Exchange API Setup Details", thinking it would redirect me to a page related to the topic, but it only takes me back to a main address.

https://developers.thomsonreuters.com/pages/api-catalog/4EB79538-7677-4AF8-AC32-F73B26DBD473#Authentication

Could someone guide me on whether this environment actually exists or not?

Thank you for your help.

HighQ API – Limits on Refresh Token Rotation

dipesh.wadhwa — Wed, 24 Dec 2025 13:28:02 GMT

HighQ APIs support OAuth 2.0 with refresh tokens, where a new access token and refresh token are issued during each authentication cycle.

My question is about the limits of refresh token rotation in HighQ:

How many times can we continue to use the refresh token process before user interaction is required?
Is there a maximum rotation count or expiry policy specific to HighQ?

For context, Microsoft’s implementation allows refresh tokens to be rotated up to 90 times before requiring user sign‑in again. I’d like to understand what the equivalent limits are in HighQ?

Options for HighQ API Authentication Without User Interaction

dipesh.wadhwa — Wed, 24 Dec 2025 13:22:15 GMT

I am building a scheduler that needs to pull data from HighQ APIs on a recurring schedule. I understand that the APIs are secured with OAuth 2.0.

My goal is to authenticate the scheduler without requiring user sign‑in or manual token rotation. Ideally, I would like to use the Client Credentials flow (app‑only authentication), but I haven’t found documentation confirming whether HighQ supports this.

Does HighQ provide an authentication option that avoids user interaction (e.g., client credentials)?
If not, what alternatives exist besides maintaining and rotating refresh tokens?
Are there recommended best practices for long‑running background processes that need to call the APIs securely?

Any guidance, documentation links, or examples would be greatly appreciated.

GoFileRoom API Reference

Dustin Plaisance — Mon, 01 Dec 2025 17:07:37 GMT

Is anyone else having trouble viewing the GFR API reference page? I'm able to view other API reference pages just fine. Opening the GFR reference page causes my browser to hang. This happens on several workstations.

Company Investigator API

Randy Sarf — Tue, 25 Nov 2025 13:51:14 GMT

Hi Everyone
This is my first time here so please bear with me.
I am looking to get Company Investigator results for a specific keyword. Is there any API where i provide keyword and number of records and it will return company investigator results? Here is how it looks in UI.

Allow Lookup Columns to be referenced in iSheet Calculation Formulas

jparicio — Thu, 20 Nov 2025 09:14:12 GMT

We request the ability to use columns retrieved via a Lookup Column (specifically Number, Currency, or other Calculation types) as variables within the formula of a Calculation Column in the same iSheet.

Current Limitation: Currently, the Formula builder does not list Lookup columns as available variables. As confirmed by HighQ Support and the documentation: "Number and calculation columns included via a lookup column may not be used for calculation columns."

Impact:

Data Integrity: Eliminates the need for manual data duplication or complex Workflow rules just to copy values into "native" number columns.
Efficiency: Allows for true relational data modeling across different iSheets without workarounds.

Thank you for considering this enhancement.