{"id":16966,"date":"2026-04-04T10:03:33","date_gmt":"2026-04-04T10:03:33","guid":{"rendered":"https:\/\/www.schoolmate.eu\/en\/?post_type=tutorial&#038;p=16966"},"modified":"2026-04-05T14:15:30","modified_gmt":"2026-04-05T14:15:30","slug":"schoolmate-and-holded-integration","status":"publish","type":"tutorial","link":"https:\/\/www.schoolmate.eu\/en\/tutorial\/schoolmate-and-holded-integration\/","title":{"rendered":"SchoolMate and Holded Integration"},"content":{"rendered":"<h1 style=\"text-align: center;\"><span style=\"text-decoration: underline;\"><span style=\"font-size: 14pt;\">SchoolMate &amp; Holded Integration.<\/span><\/span><\/h1>\n<h2><span style=\"font-size: 12pt;\">Why have we integrated with Holded?<\/span><\/h2>\n<p>SchoolMate includes a built-in financial module that handles standard invoices and receipts. However, the European Union is progressively requiring member states to adopt <strong>mandatory electronic invoicing and real-time financial reporting<\/strong>. Adapting a single generic accounting system to meet the distinct legal and tax requirements of every country in which our schools operate is not feasible.<\/p>\n<p>Our solution is to integrate SchoolMate with best-in-class <strong>localised accounting platforms<\/strong> \u2014 so that each school uses software that is already fully compliant with its own country&#8217;s regulations, and stays compliant as those regulations evolve. The Holded integration is our second such partnership &#8211; first was Italy &#8211; and is tailored for schools operating in Spain.<\/p>\n<h2><span style=\"font-size: 12pt;\">Who is Holded?<\/span><\/h2>\n<p>Holded is a <strong>Barcelona-based software company<\/strong> that provides an all-in-one business management platform. For Spanish language schools, the most relevant features are:<\/p>\n<ul>\n<li>Electronic invoicing (facturaci\u00f3n electr\u00f3nica) fully compliant with Spanish law.<\/li>\n<li>Integrated accounting and financial reporting.<\/li>\n<li>Built-in Spanish tax compliance, including VAT (IVA) management.<\/li>\n<li>Already integrated with Verifactu \u2014 Spain&#8217;s mandatory invoice verification system \u2014 and ready for when online financial reporting becomes fully obligatory.<\/li>\n<\/ul>\n<h2><span style=\"font-size: 12pt;\">How does the integration work?<\/span><\/h2>\n<p>First you need a Holded account to link to your SchoolMate account &#8211; the steps are explained below &#8211; once you have done that everytime you create a student in SchoolMate they are automatically created in your Holded account. There is a link from a student in SchoolMate to their Holded account. You create invoices in Holded and information on payments etc., is fed back to the student&#8217;s SchoolMate card so you have an overview.<\/p>\n<h2><span style=\"font-size: 12pt;\">How do I integrate SchoolMate with Holded?<\/span><\/h2>\n<p>Firstly, you need to create an account with Holded and then link it to your SchoolMate account.<\/p>\n<ol>\n<li>Go to <span style=\"text-decoration: underline;\"><span style=\"color: #0000ff;\"><a style=\"color: #0000ff; text-decoration: underline;\" href=\"https:\/\/app.holded.com\/signup?lang=en\" target=\"_blank\" rel=\"noopener\">Holded<\/a><\/span><\/span> and register for an account. You can start with a free demo account and convert it to a paid one later.<\/li>\n<li>\n<ol>\n<li>Open the menu.<\/li>\n<li>Click on Settings.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED1.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16968 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED1.jpg\" alt=\"Holded\" width=\"185\" height=\"310\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>3. From the Settings menu:<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Click &#8220;More&#8221;.<\/li>\n<li>Click &#8220;Developers&#8221;.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED2.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16971 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED2.jpg\" alt=\"Settings Menu\" width=\"558\" height=\"379\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED2.jpg 1049w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED2-768x522.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED2-600x408.jpg 600w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/a><\/p>\n<p>When the Developers page opens, create a New API key or copy if you already have one.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED4.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16977 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED4.jpg\" alt=\"API Keys\" width=\"646\" height=\"292\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED4.jpg 1306w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED4-768x348.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED4-1280x579.jpg 1280w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED4-600x272.jpg 600w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/><\/a><\/p>\n<p>Next go to your SchoolMate account: <strong>Finance &#8211; Settings &#8211; Integrations:<\/strong><\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED6.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16983 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED6.jpg\" alt=\"Integration settings\" width=\"413\" height=\"474\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED6.jpg 629w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED6-627x720.jpg 627w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED6-523x600.jpg 523w\" sizes=\"(max-width: 413px) 100vw, 413px\" \/><\/a><\/p>\n<p>On the Integrations page:<\/p>\n<ol>\n<li>Click to start integration.<\/li>\n<li>Paste your API key here.<\/li>\n<li>Sync your SchoolMate students with your Holded account.<\/li>\n<li>Click &#8220;Save&#8221; to complete the integration.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED7.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16986 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED7.jpg\" alt=\"Integration settings\" width=\"1268\" height=\"211\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED7.jpg 1268w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED7-768x128.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED7-600x100.jpg 600w\" sizes=\"(max-width: 1268px) 100vw, 1268px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Using SchoolMate and Holded<\/span><\/h2>\n<p>Generally data flows from SchoolMate to Holded and not the other way. So, if you update a student&#8217;s card in SchoolMate it will update in Holded but not the other way round.<\/p>\n<h2><span style=\"font-size: 12pt;\">Students:<\/span><\/h2>\n<p>Once the integration is active, every new student created in SchoolMate automatically generates a corresponding contact in Holded. All information relevant to invoicing \u2014 name, address, tax identification number, and contact details \u2014 is passed across to the Holded card.<\/p>\n<p>To navigate from a student&#8217;s SchoolMate card to their Holded profile, use the Holded link shown on the card:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED8.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16989 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED8.jpg\" alt=\"Holded link\" width=\"438\" height=\"308\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED8.jpg 638w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED8-600x422.jpg 600w\" sizes=\"(max-width: 438px) 100vw, 438px\" \/><\/a><\/p>\n<p>All of the information relevant to invoicing is sent to their Holded card:<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16992 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9.jpg\" alt=\"Student's Holded card\" width=\"737\" height=\"339\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9.jpg 1600w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9-768x353.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9-1536x707.jpg 1536w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9-1280x589.jpg 1280w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED9-600x276.jpg 600w\" sizes=\"(max-width: 737px) 100vw, 737px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Parents:<\/span><\/h2>\n<p>If a student is a minor and a parent account has been activated on their SchoolMate card, the parent \u2014 not the student \u2014 will be created as the Holded contact for invoicing purposes. Use the same Holded link on the student card (see above) to access the parent&#8217;s Holded profile.<\/p>\n<h2><span style=\"font-size: 12pt;\">Companies:<\/span><\/h2>\n<p>Companies created in SchoolMate are automatically synchronised to Holded. Use the Holded link on the company&#8217;s SchoolMate card to navigate directly to their Holded profile.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED10.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16995 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED10.jpg\" alt=\"Company Holded card\" width=\"533\" height=\"186\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED10.jpg 791w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED10-768x268.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED10-600x209.jpg 600w\" sizes=\"(max-width: 533px) 100vw, 533px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Invoicing with Holded:<\/span><\/h2>\n<p>Invoices are created and managed within Holded, which provides extensive invoicing features along with a wide range of tutorials and support resources. A few points worth highlighting:<\/p>\n<ul>\n<li>All invoicing takes place inside Holded \u2014 not in SchoolMate&#8217;s own finance module.<\/li>\n<li>Holded handles the legal requirements for Spanish electronic invoicing automatically.<\/li>\n<li>Payment status and invoice summaries are fed back to SchoolMate in real time.<\/li>\n<\/ul>\n<p>Invoicing is very easy to do with Holded but here are a few items that may not be easily apparent.<\/p>\n<h2><span style=\"font-size: 12pt;\">Finance Module &#8211; Goods and Services:<\/span><\/h2>\n<p>As part of the integration, the <strong>Goods and Services<\/strong> held in your SchoolMate account are transferred to your Holded account.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED11.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-16998 \" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED11.jpg\" alt=\"Holded Goods and Services\" width=\"734\" height=\"394\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED11.jpg 1117w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED11-768x413.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED11-600x322.jpg 600w\" sizes=\"(max-width: 734px) 100vw, 734px\" \/><\/a><\/p>\n<p>When creating an invoice in Holded you can select items directly from this catalogue, or simply type the product or service description manually.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-17001 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12.jpg\" alt=\"Create sales item\" width=\"1587\" height=\"600\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12.jpg 1587w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12-768x290.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12-1536x581.jpg 1536w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12-1280x484.jpg 1280w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED12-600x227.jpg 600w\" sizes=\"(max-width: 1587px) 100vw, 1587px\" \/><\/a><\/p>\n<h2><span style=\"font-size: 12pt;\">Holded on the Student&#8217;s Card:<\/span><\/h2>\n<p>A new Holded tab has been added to every student&#8217;s card in SchoolMate. This tab displays a summary of the student&#8217;s Holded invoices and their current payment status, so you can get a quick financial overview without leaving SchoolMate.<\/p>\n<p><a href=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED13.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-17004 size-full\" src=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED13.jpg\" alt=\"Holded on the student's card\" width=\"1231\" height=\"272\" srcset=\"https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED13.jpg 1231w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED13-768x170.jpg 768w, https:\/\/www.schoolmate.eu\/wp-content\/uploads\/2026\/04\/HOLDED13-600x133.jpg 600w\" sizes=\"(max-width: 1231px) 100vw, 1231px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":""},"class_list":["post-16966","tutorial","type-tutorial","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/tutorial\/16966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/media?parent=16966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}