# Connect Jira

Connect Jira Cloud to Neo.Tax over OAuth, using a user that can read the projects you want analyzed.

<video controls preload="metadata" playsinline src="https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/084dfe1c-5f01-4dd8-9fcd-45eeff3cc599/connect-jira-1.mov" title="Connect Jira"></video>

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](http://admin.atlassian.com/) → **Directory** → **Groups**
   1. Create a new group (e.g., `neo-tax-integration`)
   1. Add the user who will generate the API token to this group
   1. 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**
   1. Edit your scheme (or create a new one)
   1. Grant **Browse Projects** permission to your neo-tax group
   1. 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**
   1. Grant **Browse users and groups** to your neo-tax group
1. **Now, we’ll link via OAuth in** **Neo.Tax****.** 
1. 🚧 **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.**
1. **Go to** [**app.neo.tax**](http://app.neo.tax/)**, login, and and navigate to “Projects” page.**
1. **Click “Connect Project Management”**
1. **Select ticketing provider**
1. **Connect ticketing by following the directions in the modal**

   1. Select JIRA: 

      1. Select “My Credentials”.

         ![Screenshot from Connect Jira](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/5f390f6e-bb48-438b-bfc1-a6f4b86f7149/connect-jira-2.png)
      1. Click “Next”
      1. Enter your JIRA instance url.
      1. You’ll then be prompted to login to JIRA and a model will open to authorize NeoTax.
      1. Click Accept on this screen:

      ![Screenshot from Connect Jira](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/1b357dd4-4022-48dd-9086-3eff9461b0b7/connect-jira-3.png)

      1. Once you see the success message, click done and that’s it.
1. **Fill out “Company Information > Homepage URL” then to Company Elevator Pitch and click Auto-Generate Company URL.**

   ![Screenshot from Connect Jira](https://vaffozzswoq4jjsz.public.blob.vercel-storage.com/help-center/adc8fd44-1e3d-4621-a7d7-c114970cc4b2/connect-linear-2.png)
1. **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

1. **Question** What data and permissions does the JIRA integration request?

   **Answer:** 

   The JIRA integration gives Neo.Tax *read-only* access to fields for these objects and fields.

   |  |  |  |
   | --- | --- | --- |
   | **Tickets** | **Users** | **Project** |
   | *Summary<br>Description<br>Assignee Name<br>Assignee ID<br>Issue ID<br>Key<br>Issue Type <br>Completed Timestamp<br>Creator<br>Creator ID<br>Due Date<br>Name<br>Parent Ticket<br>Parent Link<br>Priority<br>Project<br>Project ID<br>Remote Created Timestamp<br>Remote Updated Timestamp<br>Labels<br>Resolution<br>Resolved<br>Status<br>Status Category<br>Status Category Changed<br>Ticket URL<br>Updated* | *Email Address<br>Is Active<br>Name<br>User ID* | *Name<br>Identifier* |
1. **Question: Does my JIRA need to be set up in a particular way to be used with** **Neo.Tax****?
Answer:** 
No - Neo.Tax is built to ingest any JIRA setup, no matter how messy.
The integration ingests ticket level data, then enriches that with any available hierarchy data like Projects, Epics, etc. Then Neo.Tax organizes the data into higher-level groupings using AI.
1. **Question: What version of JIRA do I need?**

   **Answer:**

   Neo.Tax supports all versions of JIRA Cloud. 

   JIRA Data Center is also supported. During implementation, please confirm the version of the database schema you are using.

1. **Question: How do I connect JIRA Data Center?** 

   **Answer:**

   You can connect this via API token, by setting up a personal access token then going to the connect page access to all the required projects.
1. **Question: I’m seeing an error about authenticating 3rd party cookies, but I have enabled cookies.**

   **Answer:** 

   Try using Chrome instead of Safari.