You can connect Linear either directly through oAuth (easier) or by creating an API token (more control)

1. Option A: Connect via oAuth. This will use the permissions of the user connecting.

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

2. Option A: Create an API token first in Linear.

   1. The user creating the token should have Admin permissions and access to the full entire workspace.

   2. Go to Settings > Security & Access > Personal API Keys

   3. Create the Key.

      

   4. Permissions:

      1. Select Read
      2. Teams: All, or exclude teams that are not involved in software development.

   5. Store the key until the next step.

3. Go to app.neo.tax > login > and and navigate to “Projects” page.

4. Click “Connect Project Management”

5. Select ticketing provider

6. Connect ticketing by following the directions in the modal

   1. Select Linear:
      1. for Option A: select “My Credentials”, then login to linear when prompted.
      2. for Option B: Select “API Key”, then enter your key when prompted.
      3. Once you see the success message, click finish and that’s it.

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

   

FAQs

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

   Answer:

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

   Tickets	Users	Teams	Projects
   *Assignees
   Collection
   Completed Timestamp
   Creator
   Description
   Due Date
   Name
   Parent Ticket
   Priority
   Created Timestamp
   Updated Timestamp
   Status
   Ticket Type
   Ticket URL*	*Email Address
   Name
   Teams*	Name	*Name
   Description*

2. Question: Does my Linear need to be set up in a particular way to be used with Neo.Tax? Answer: No - Neo.Tax is built to ingest any Linear setup, no matter how messy. The integration ingests ticket level data, then enriches that with any available hierarchy data like Projects etc. Then Neo.Tax organizes the data into higher-level groupings using AI.

3. Question: What data and permissions do the Linear integration request?

   Answer:

   The Linear integration gives Neo.Tax read-only access to fields for these objects and fields. Set up a Linear service account with access to the correct universe of Linear Teams (you can exclude any Teams that are completely unrelated to R&D/Software capitalization).

   Tickets	Users	Teams	Collections
   Due Date
   Completed At
   Collaborators
   Name
   Parent Ticket
   Status
   Priority
   Project
   Description
   Assignees
   Ticket Url	Avatar
   Teams
   Is Active
   Name
   Email Address	Name
   Description	Name
   Description
   Access Level