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How to connect Penfold to Xero

Set up our integration to Xero to automatically enrol employees and process contributions when you run payroll

Valentina Zanelli avatar
Written by Valentina Zanelli
Updated yesterday

How do I get started?

  1. Make sure you have set up Penfold Pension in Xero - guide can be found here

  2. Sign up to Penfold and get set up – if you haven’t already

  3. Click "Connect to Xero"

  4. Choose an Organisation to connect. If you manage multiple employers, start with one - you’ll be able to sync all the others once completed the first one

  5. Click "Allow Access" and you're all done!

Have a question? Contact Penfold for support.

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