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How to use the NEST integration with PayFit

The NEST integration allows you to keep pension data synchronised between PayFit and the NEST pension platform.

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Written by Noémie Quéré
Updated over 2 weeks ago

What is the NEST integration?

The integration connects PayFit with NEST to keep pension information synchronised between both platforms.

Key features

  • Automatic synchronisation of NEST groups in PayFit

  • Validation of employee and employer contributions against NEST group rules

  • Nightly automatic data synchronisation

  • Manual synchronisation option

How to activate the NEST integration

  1. Go to Pensions > My Schemes in your PayFit account

  2. Either go to the settings of your existing scheme or 'Set up your pension scheme'

  3. Find and select the NEST option

  4. Enter your company's NEST Employer Reference Number (this can be found on your NEST account in the upper right hand corner and begins EMP)

  5. Complete the activation process

Note: For the activation process to work, PayFit needs to have been added as a delegate on your NEST account. For information on how to add us as a delegate on NEST, please take a look at this article.

How to manually synchronise data

If you need to update data outside the nightly automatic sync:

  1. Navigate to the Pensions page in PayFit

  2. Click the Sync now button

  3. Wait for the synchronisation to complete

Current limitations

Warning: Please be aware of these current limitations:

  • We only sync the first payment source added on NEST. If your company uses different payment sources for different groups, this cannot be managed at present

  • A maximum of 5 pension schemes are supported

  • The integration does not change which groups employees are in. If an employee is in a different scheme on NEST compared to PayFit, this will not be updated automatically. Employee group changes made in PayFit do not sync to NEST—an admin will need to log into NEST and update this manually by going into Workers > Edit.

FAQ

What happens during the synchronisation?

During synchronisation, PayFit fetches groups from NEST and creates or updates them in PayFit. The system also ensures that employee and employer contributions comply with NEST group rules through required actions.

What features are coming soon?

We're working on adding these features in future updates:

  • Processing opt-outs

  • Processing refunds

How often does the synchronisation run?

The synchronisation runs automatically every night. You can also trigger it manually from the Pensions page using the "Sync now" button.

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