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You connect Moovila once at the MSP level. Moovila’s API uses OAuth: you register an app in Moovila, sign in to it once, and give Neo the app’s Client ID and Client Secret and the refresh token from that sign-in. Neo keeps the token up to date from then on. The connection reads what the Moovila user who signs in can see, so sign in as a user who can see every project you want agents to read.

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1. Register an app in Moovila

You need Moovila’s Integrations Manager permission for this step.
1

Open the Moovila API tile

In Moovila, open More Options in the left navigation, then Integrations, then the Moovila API tile. Click Add an Application.
2

Name the app and set the callback

Name it “Neo”. For the callback URL, enter the Callback URL that Moovila’s Postman collection shows in step 2 (with Authorize using browser on, it is https://oauth.pstmn.io/v1/browser-callback).
3

Tick the data

Tick Projects and Tasks, Users, Time Entries and Lookup Tables. All four are read access. Save.
4

Copy the details

Open the app and copy the Client ID and Client Secret.

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2. Get a refresh token

Moovila offers only the sign-in flow, so you sign in once with Moovila’s own Postman collection, as Moovila’s guide shows.
1

Open the collection

In Postman (the desktop app or the web), fork Moovila’s collection from that guide.
2

Enter the app's details

In the collection’s Variables, paste the Client ID and Client Secret into client_id and client_secret, and save.
3

Sign in

On the collection’s Authorization tab, click Get New Access Token, and sign in to Moovila as the user whose view Neo should have.
4

Copy the refresh token

In the token Postman shows, copy the Refresh Token (a value like 1b4e28ba-2fa1-11d2-883f-0016d3cca427), not the Access Token. Do not use this token anywhere else, because Neo keeps it up to date.

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3. Add the details in Neo

1

Open Integrations

Open Integrations → Moovila in the Neo Dashboard. The card is under Other.
2

Save

Paste the Client ID, Client Secret and Refresh Token, and click Save. Neo checks them with Moovila before it saves, so a wrong value is rejected straight away.
If Moovila later refuses the token (the session ended, the app was deleted, or its Client Secret was reset), Neo tells you in your inbox. Get a new refresh token as in step 2 and save it again.

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4. Turn Moovila on per agent

Open the agent from Agents, go to the Integrations section, and configure the Moovila block. The one profile, Read Only, reads every group. For capacity estimates, the agent needs Projects and Tasks, Users and Lookup Tables; the calculation runs in the agent’s sandbox, which every agent has. See Moovila API for what each group covers.