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
     6. State
     7. Parent
     8. Priority
     9. Related Link Count
     10. Area Path
     11. Iteration Path
     12. Created Date
     13. Created By
     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