Create the Personal Access Token

To link a fine-grained PAT from GitHub, follow the instructions in the following page:

GitHub: Fine-Grained Personal Access Token

Note that, for customers using GitHub Enterprise, the fine-grained PAT may not provide the work emails for all of the users in your GitHub organization. An alternative solution is to link a Classic PAT, using the instructions from this link: https://help.merge.dev/en/articles/8562560-github-how-do-i-link-my-account

Connect the token to Neo.Tax

  1. Login to https://app.neo.tax

  2. Go to the Projects page and click Connect Project Management > GitHub Issues.

    Screenshot 2024-08-28 at 2.21.01 PM.png

  3. When prompted enter your personal access token you’ve created. Then we will we use that limited access token to connect and retrieve the data.

Create a mapping of GitHub user IDs to Employee Emails. This is necessary for matching to payroll data.

  1. Create a CSV with GitHub UserId, Work email
  2. Upload to Neo.Tax > Data Sources > Tax Documents

How does Neo.Tax use GitHub data?

We use the GitHub pull requests as the primary object. Each pull request is treated as a task or ticket done by a specific person and then grouped intelligently into projects by our AI system. We use the changelog of the pull request to identify when the work was done.

Each repository is treated as a team and we generate projects grouped by repository.

FAQ

Q: Do I need to use GitHub Issues?