Export tickets from Azure DevOps

If your organization uses AzureDevOps, you can export the data from ADO and upload it to the Data Sources page in Neo.Tax.

Follow the steps below to export 1) the Tickets file then 2) upload the file to NeoTax.

Step 1 - Export From ADO

Work Item Export Steps

Export all work items for the period.

1. Include the 6 months before and 3 months after to capture work completed during the tax year but started or completed outside of it

   1. For 2024 calendar year, filter: 07/01/23 - 3/31/25 for a standard tax year 2024).
   2. Change out for different calendar year

Watch this video or follow steps below : https://www.loom.com/share/e8e6c17cead14e91b61639e3482978d2

1. Go to Azure DevOps web client, select a Project, and enter its Board’s Queries page.
2. Filter to the right period

• Changed Date >= {07/01/2023
• AND
• Changed Date <= 03/31/2025.

1. Set Type of query to Tree of work items (CRITICAL). AND tick the box for “Query across projects”

2. Configure the column options.

   • Strongly recommended: Add ALL columns.

     1. Adding all column for each Work Item will ensure NeoTax can most accurately analyze projects & calculate effort.

   • Fallback Minimum Field Requirements:

     1. ID

     2. Work Item Type

     3. Title

     4. Description

     5. Assigned To > Email Address (System.AssignedTo.uniqueName)

        1. This field can return Display Name or Email. NeoTax requires the email.
        2. To get email you may need to specify System.AssignedTo.uniqueName

     6. State

     7. Parent

     8. Priority

     9. Related Link Count

     10. Area Path

     11. Iteration Path

     12. Created Date

     13. Created By > Email Address ((System.CreatedBy.uniqueName)

         1. This field can return Display Name or Email. NeoTax requires the email.
         2. To get email you may need to specify System.CreatedBy.uniqueName

     14. Closed Date

     15. Finish Date

     16. Effort

     17. Team Project

     18. Start Date

     19. Tags

     20. Changed Date

     21. Original Estimate

     22. Resolved Reason

     23. Target Date

     24. Due Date

     25. Work Item URL

3. Click “Export to CSV”

4. Repeat for each Project if necessary

5. Combine all results into one CSV

Step 2: Upload Tickets and Users Files to Neo.Tax

1. First, go to Company Information and fill in the Elevator Pitch. This is necessary to analyze the tickets
2. Click “Upload Ticket Provider Files” on the Data Sources page in Neo.Tax
3. Select AzureDevOps in the ticketing provider text box
4. Upload the tickets file(s) and user file.
5. Let NeoTax know you’re ready for the data to be processed.