Connect Jira

1. For JIRA, first set up a user with the required permissions.

   1. Most companies use a Service Account Admin for this. The API token inherits the permissions of the user account. If you want to exclude some JIRA Projects that is completely irrelevant to R&D/ASC 350 you can do that at User level.

   Step A: Create a Dedicated Group

   1. Go to admin.atlassian.com → Directory → Groups
   2. Create a new group (e.g., neo-tax-integration)
   3. Add the user who will generate the API token to this group
   4. Ensure the group has Product Access → “User” role for Jira

   Step B: Confirm the user is an app admin

   In Atlassian: make sure to set as an app admin. Some companies may need to do this depending on your setup.

   Step C: Configure Permission Scheme (for ticket/project data)

   1. In Jira: Settings (⚙) → Work items → Permission Schemes
   2. Edit your scheme (or create a new one)
   3. Grant Browse Projects permission to your neo-tax group
   4. Apply this scheme to the projects you want to sync

   Step D: Configure Global Permissions (for user/team data)

   1. In Jira: Settings (⚙) → System → Global Permissions
   2. Grant Browse users and groups to your neo-tax group

2. Now, we’ll link via OAuth in Neo.Tax**.**

3. Confirm you are logged into the correct JIRA account in the browser before proceeding. This user account is the one that will be used for the linking.

4. Go to app.neo.tax, login, and and navigate to “Projects” page.

5. Click “Connect Project Management”

6. Select ticketing provider

7. Connect ticketing by following the directions in the modal

   1. Select JIRA:

      1. Select “My Credentials”.

         

      2. Click “Next”

      3. Enter your JIRA instance url.

      4. You’ll then be prompted to login to JIRA and a model will open to authorize NeoTax.

      5. Click Accept on this screen:

      

      1. Once you see the success message, click done and that’s it.

8. Fill out “Company Information > Homepage URL” then to Company Elevator Pitch and click Auto-Generate Company URL.

   

9. Click “Start Analysis”

• Note: Projects can take a few hours to a week to generate depending on the amount of data. We will send you an email when your projects are ready

FAQs