{"id":17436,"date":"2026-10-18T14:48:52","date_gmt":"2026-10-18T14:48:52","guid":{"rendered":"https:\/\/www.schoolmate.eu\/en\/?post_type=tutorial&#038;p=17436"},"modified":"2026-10-18T15:07:56","modified_gmt":"2026-10-18T15:07:56","slug":"schoolmate-lexware-office-integration","status":"publish","type":"tutorial","link":"https:\/\/www.schoolmate.eu\/en\/tutorial\/schoolmate-lexware-office-integration\/","title":{"rendered":"SchoolMate &#038; Lexware Office Integration."},"content":{"rendered":"<h1 style=\"text-align: center;\"><span style=\"text-decoration: underline;\"><span style=\"font-size: 14pt;\">SchoolMate &amp; Lexware Office Integration.<\/span><\/span><\/h1>\n<h2><span style=\"font-size: 12pt;\">Why have we integrated with Lexware Office?<\/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 Lexware Office integration is our third such partnership &#8211; first were Italy and Spain &#8211; and is tailored for schools operating in Germany.<\/p>\n<h2><span style=\"font-size: 12pt;\">Who is Lexware Office?<\/span><\/h2>\n<p>Lexware Office is a division of the <span data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-wiz-uids=\"KOJnuc_1u\" data-complete=\"true\" data-sfc-inited=\"2\"><span class=\"\"><a class=\"H23r4e\" href=\"https:\/\/www.haufegroup.com\/en\/company\" target=\"_blank\" rel=\"noopener\" data-ved=\"2ahUKEwiIsMns5cOXAxXCW0EAHZmbM50Qy_kOegoIAggACAAIEBAE\" data-hveid=\"CAIIAAgACBAQBA\" aria-label=\"Haufe Group. Link preview. Site: Die Haufe Group. Title: Haufe Group: As a combination, unique.. URL: https:\/\/www.haufegroup.com\/en\/company.\">Haufe Group<\/a><\/span><\/span> and is based in Freiburg im Breisgau has over 250,000 active users and customers. The main features of the software are:<\/p>\n<ul>\n<li class=\"Z1qcYe\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-hveid=\"CAIIAAgACBIQAg\" data-complete=\"true\"><span class=\"iNqyIf\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\"><strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\">Invoicing &amp; Estimates:<!--TgQPHd|||[]--><\/strong> Create, send, and manage digital invoices, quotes, and e-invoices compliant with German tax rules.<!--TgQPHd|||[]--><\/span><!--TgQPHd|||[]--><\/li>\n<li class=\"Z1qcYe\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-hveid=\"CAIIAAgACBIQAw\" data-complete=\"true\"><span class=\"iNqyIf\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\"><strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\">Automated Bookkeeping:<!--TgQPHd|||[]--><\/strong> Handle Einnahmen\u00fcberschussrechnung (E\u00dcR), profit and loss statements, and asset registers automatically.<!--TgQPHd|||[]--><\/span><!--TgQPHd|||[]--><\/li>\n<li class=\"Z1qcYe\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-hveid=\"CAIIAAgACBIQBA\" data-complete=\"true\"><span class=\"iNqyIf\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\"><strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\">Receipt Capture:<!--TgQPHd|||[]--><\/strong> Scan paper receipts via mobile app or forward email invoices to categorize and link them to transactions.<!--TgQPHd|||[]--><\/span><!--TgQPHd|||[]--><\/li>\n<li class=\"Z1qcYe\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-hveid=\"CAIIAAgACBIQBQ\" data-complete=\"true\"><span class=\"iNqyIf\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\"><strong class=\"rQesXe MPyX\" data-sfc-cp=\"\" data-sfc-root=\"ep\" data-epip=\"\" data-complete=\"true\">Online Banking Integration:<!--TgQPHd|||[]--><\/strong> Connect bank accounts or PayPal directly for automated transaction matching and payment reconciliation.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-size: 12pt;\">How does the integration work?<\/span><\/h2>\n<p>First you need a Lexware Office 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 Lexware Office account. You create invoices in Lexware Office 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 Lexware Office?<\/span><\/h2>\n<p>Firstly, you need to create an account with Lexware Office and then link it to your SchoolMate account.<\/p>\n<ol>\n<li>Go to <span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/www.lexware.de\/\" target=\"_blank\" rel=\"noopener\">Lexware Office<\/a> <\/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>In Lexware:<\/p>\n<p>1.\u00a0 Log in to Lexware Office using an admin or owner account authorized to manage add-ons.<br \/>\n2.\u00a0 Go to the Public API page (under Add-ons\/Extensions &gt; Public API) or visit: <a href=\"https:\/\/app.lexware.de\/addons\/public-api\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/app.lexware.de\/addons\/public-api&amp;source=gmail&amp;ust=1792422315948000&amp;usg=AOvVaw2GrsZIx50c-ZS1Zm9lR0qB\">https:\/\/app.lexware.de\/addons\/<wbr \/>public-api<\/a><br \/>\n3.\u00a0 Generate a new API key and copy it immediately. (Lexware displays the full key only once; if lost, a new key must be created.)<br \/>\n&#8211; Note: Each key belongs to a specific Lexware organization. All contacts, articles, and invoices created with it will land in that account, so each school requires its own key.<\/p>\n<p>In SchoolMate:<\/p>\n<p>1.\u00a0 Go to Finance \u2192 Settings \u2192 Integrations \u2192 Lexware.<br \/>\n2.\u00a0 Select &#8220;Want to configure Lexware&#8221;, paste the API key into the API Key field, and click Save.<br \/>\n3.\u00a0 Click Sync users to import existing students, parents, companies, and products. Any new or updated records will then sync automatically.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":""},"class_list":["post-17436","tutorial","type-tutorial","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/tutorial\/17436","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\/2"}],"wp:attachment":[{"href":"https:\/\/www.schoolmate.eu\/en\/wp-json\/wp\/v2\/media?parent=17436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}