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How do I create a file to transfer by SFTP?

You can submit contribution details to NEST by file transfer using secure file transfer protocol (SFTP). To do this you’ll need to create a contributions file. This can either be in a comma separated values (CSV) or an extensible markup language (XML) format.

If you’re using a CSV file that’s smaller than 2MB in size you don’t need to use SFTP if you don’t want to. You can upload a CSV file through your online account instead. Please see Where do I upload my completed CSV file to submit contributions? for more information.

The SFTP method is more suitable for employers with a large workforce or those with systems already set up to use SFTP. If these things don’t apply to you it might be easier and quicker for you to use one of the other methods of submitting contribution details to NEST.

If you’re using a CSV file to transfer by SFTP, you might find it quicker and easier to use CSV templates and XSD files (ZIP). This will help you ensure your information is in the right format. You can also create your own CSV file from scratch if you wish to.

If you’re using an XML file to transfer by SFTP, it must conform to the data format shown in our contributions XSD file (ZIP). This XSD file will help you make sure your information is in the right format. If you send data in the wrong format your file will be rejected.

Before you can complete your contribution schedule file you’ll need to know which members to put in it. You’ll also need to check that none of your members have opted out or stopped making contributions. To do this you’ll need to have a process in place for assessing your workforce every pay period.

For more information about file formats and what information you need to enter you can also refer to our Employer payroll guide (PDF).

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