Title: Publishing an extension | Community | Zoho Finance

Title: Publishing an extension | Community | Zoho Finance

Hello developers,

Welcome to our next post about building extensions for Zoho Finance Suite applications.

In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons that include customizations to improve the existing functionality of a Zoho product. They can be shared with other users, allowing them to install the plugin and have the customizations reflected in their account as well.

If you wish to customize any Zoho product on your account alone, you can use in-product customizations. Extensions, on the other hand, are created as custom, installable bundles that can be shared and used by multiple users.

In this post, we'll be discussing how to publish extensions both privately and publicly.

Why publish an extension?

The ultimate goal of creating extensions for Zoho products is to share them with users so they can install them and use their features in their own Zoho products.

In order to make the extension available as an installable component, it must first be published.

Private and public extensions

Extensions can be developed for internal organizational purposes or for a larger audience, and they can be published either privately or publicly.
  1. Private: Published to be shared privately with other users or within an organization.
Example: An organization uses Zoho Books to manage its financial activities, and its employees need customizations to meet their specific demands. In this scenario, extensions would be useful so the customizations could be shared with other users in the organization.
  1. Public: Published in Zoho Marketplace and made accessible to Zoho users.
Example: A developer creates an extension with some common or general use cases that would help most business categories, e.g., a payment gateway integration, a message integration app, or an extended feature for a Zoho Finance application. In this scenario, the developer could list the extension publicly for a larger audience.

How to publish an extension
  1. Enter the developer portal of the Zoho Finance extension you want to publish. For our demo, we're using a Zoho Books extension.
  1. Navigate to the Publish section and click Publish.

  1. A pop-up displays the list of components you've added to your extension. Check and validate these components.

  1. Choose either major or minor versioning. Major rounds off and increments your version number to the next integer (version 1, version 2, etc.), while minor increments the version by 0.1 (version 1.1, version 1.2, etc.).
  1. Enter the release notes in the Release Notes section. Click Publish.

  1. The extension is successfully published, and a private installation URL is created.

  1. As a developer, you can use the private installation URL to test the extension in your Zoho Books organization.
Note: In order to install and test the extension privately in Zoho Books, your Zoho Books account should be the same as the one you used to develop the extension.

  1. In order to share the extension with other users, it will have to be reviewed internally by the Zoho Finance team. To do this, click the Submit for Private Review button that appears after publishing the extension. Read the Zoho Finance extension review guidelines for more information.

  1. A pop-up displays the auto-populated details on a mail that will be sent to the Zoho Finance review team. Verify the details and click the Send Mail button.
  3. The extension is successfully submitted for private review and is under the status "Submitted For Review."
Note: If you want to make changes to the submitted version, you have to deprecate the version submitted for review. Once deprecated, the Finance team can't approve the version you originally submitted.

  1. As the developer, you'll also receive a copy of your submission email.
  1. The Zoho Finance team will review the extension and, once successfully validated, approve it, changing the private review status from "Submitted For Review" to "Approved."

  1. Now that the extension has been privately approved, you can share it with other users. Go to the Shared List option in the left panel, and click the Share Privately button.

  1. Enter the organization ID and email ID of the user you want to share the private extension with. Click Share.

  1. The extension is successfully shared.

  1. The user will get an email about the shared extension, along with the installation URL. They can simply click the link to install the extension.
  2. To publish and list the extension publicly in Zoho Marketplace, it'll have to be reviewed and approved by the Zoho Marketplace team as well.
  3. To publish publicly, follow the above steps, then submit your extension for Zoho Marketplace review using the Submit for Marketplace Review button.

  1. You'll be redirected to the extension details page, where you can view a Submit to Marketplace button beside the extension version. Click Submit to Marketplace.

  1. A pop-up appears with extension details that will be listed in Zoho Marketplace. Fill in the details to complete the submission process.


Extension compatibility across Zoho Finance Suite applications

Once you've developed the extension and submitted it for private review, check to see if it has any common use cases that would work with another Zoho Finance application. If it does, you can reach out to extension-submission@zohofinance.com and say you would like to have your extension reviewed for whichever other Finance applications you think it would suit. The Finance review team will evaluate your suggestion and guide you accordingly.

Once these reviews are validated, you can publicly list the extension for the other apps with ease. Using the available Marketplace installation URL, you can directly submit another application through the Zoho Marketplace Partner console.



When providing details in the Zoho Marketplace Partner console for the compatible application, make sure to change the product name in the Marketplace installation URL. Once submitted, the Zoho Marketplace approval team will internally validate it with the Zoho Finance team, review it themselves, and list the extension if it's verified.

Example

Zoho Books includes modules that are present in other Zoho Finance apps. Assume you've created a Zoho Books extension and shared it with the Finance team for private review. You can also contact the Finance team and request a review for Zoho Inventory because the extension's use case is compatible.

If the Finance team approves the review for both applications, and you want to publicly list the extension on both counts, instead of creating and publishing an extension for Zoho Inventory from scratch, simply change the product name from Books to Inventory in the Marketplace installation URL when submitting the application in the Zoho Marketplace Partner console.



In this post, we've given you a detailed outline of the steps involved in publishing an extension for a Zoho Finance application, both privately and publicly.

Going forward, we'll look at Zoho Books extension creation since Zoho Books includes features and functions that are found in the other Zoho Finance Suite products. We hope you found this information useful. Keep following this space for more useful guides!

SEE ALSO

    • Recent Topics

    • How to Initiate WhatsApp Message on SalesIQ?

      I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

    • Episode IV:Handling User Inputs in custom functions

      Hi Everyone, We've been exploring custom functions which help in performing advanced automation tasks. Custom functions enable you to achieve possibilities based on your organization's requirements. Custom functions require user inputs that allow the

    • Set a lead as non-marketing if they opt out of email marketing

      I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.

    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

    • Zoho Recruit to Zoho People integration

      In the mapping of field from Zoho Recruit to Zoho People i am unable to map all fields What can i do

    • Zoho Recruit > Career Site > Customisation

      Hi All I have created multiple career site to represent my different organization In my Quanta Media career site > I set it with the with Quanta Malta view In my job opening : Quanta Malta view 2 job opening In my URL for quanta media https://lri.zohorecruit.eu/jobs/Quanta-Malta

    • Formatting Blueprint Stages (buttons)

      Is there a way to format Blueprint transition buttons in Creator like background colour, text colour etc.

    • Disable Default Value in Multi-Select field

      Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.

    • How to set custom business hours for different teams in Zoho Desk?

      Hi Zoho Team and Community, I’m trying to set different business hours for multiple departments in Zoho Desk. For example, our tech support team works 24/7, while our billing team is only available from 9 AM to 5 PM (Mon–Fri). Is there a way to assign

    • Zia Auto Tag Keyword Clusters

      Is there a way to remove a keyword from a keyword cluster? We're finding that Zia auto-tag is tagging things incorrectly based on some words that don't really make sense.

    • Centralized Domain Verification in Zoho CRM Plus

      Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available

    • HOw do I make a refund?

      I have a client that needs a refund. I see a refund history in the Report area... but where do I go to make a refund?

    • Creating a work order for dispatch

      We currently uses ZOHO for CRM and Intuit Field Service for creating Work orders and dispatching. This is causing double entry and is not efficient use of time.  I would like to use ZOHO for all customer related activities so can you tell me if you can :  Create a work order that we could manipulate to meet our needs.  Also if you could then dispatch that would be ideal. Thank you

    • "code": "500","description": "Account not exists", mail api

      I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, which

    • Residual Formatting in Text Boxes After Undoing Pasting of Formatted Text

      Hi, guys! I have another problem to report. Actually, I have been aware of this for many months, possibly years, but I have been too lazy to report it to you. My apologies! Let's say you've pasted a formatted string into a text box. You change your mind

    • Feature Request: Stripe Terminal Integration

      I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • Improved Security in SAML/OIDC Sign-in Redirection Flow

      To enhance the security of our authentication system, we’ve made a change to how SAML and OIDC sign-in redirections are handled. This update resolves a potential open redirection vulnerability and adds an extra layer of protection during the sign-in process.

    • GA4 data

      Hi, I have data being pulled from GA4 into numerous tables. There are a few major errors in the source data. Eg for a period of time GA4 reported ecommerce sales that were $98 as $9,800 and $42 as $4,200. It's not happening now but my historical data

    • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

      Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

    • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

      We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

    • Lost Search Box with new UI Design

      I would like to suggest bringing back the Search Box in the new Zoho Project UI.  I use the search feature a lot and having to click the magnifying glass to type for a search is one extra click that we did not have with the old UI.

    • Adaptación de zoho books a la nueva regulación de facturación electrónica

      La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.

    • ZOHOBOOK Sales_QUOTE: To Add Discount At Each Line Item Table

      Hi, Our quote need to display with discount at each line item level as well. Try to edit template, >CUSTOMISE>EDIT TEMPLATE> Table, I can see template view with discount column, but when hit SAVE the template, view in PDF the discount column not shown.

    • How to account for vat with postponed VAT accounting

      Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all

    • Weekly Automation Trigger for Equipment Calibration Reminder

      Dear Team, I’m currently working on an automation in the Equipment module. The goal is to track calibration schedules for tools — all of which require regular calibration. I’ve created an automation that sends email reminders for tools that are due for

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • ADDDATE formula using 2 calculations

      Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm trying

    • Upgrading from Zoho Invoice to Books was a major downgrade in functionality for me

      I have been a user for many years of a free plan on Zoho Invoice for my personal consulting business. I recent upgraded my organization to Books since some of the additional functionality looked useful to me, and played around with the free trial for

    • 🎉 Dynamic Org Chart for Zoho CRM Extension Published [2025]

      Hey Zoho CRM Community! We're thrilled to unveil our latest Zoho extension:🥁 Dynamic Org Chart for Zoho CRM 🎊 This extension is now available to transform the way your teams visualize, manage, and interact with org chart directly inside any Zoho CRM's

    • Detailed General Ledger has problem of exporting out to excel and missing ledger details for some accounts

      I have been encountering some problems generating Detailed General Ledger report with Zoho books. Firstly, I cannot export out the report of Detailed General Ledger to Excel. It will show this error message "invalid value passed for sort column", and

    • Upload a file to a File Upload Field through API

      Hello, Is there any way to upload a file to a custom file upload field in a module when doing an Update using the Record API? I've found and I am able to upload files to attachments but I don't know how to upload them to a field. I've checked the documentation at  https://www.zoho.com/crm/help/api/v2/#update-specify-records but the File Upload field type does not appear in the examples. Thanks

    • Kaizen #131 - Bulk Write for parent-child records using Scala SDK

      Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write

    • Automatic pricing feature for sales orders

      I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same

    • Ability to access VAT returns and submit them has disappeared.

      I have been using Zoho books successfully to submit quarterly VAT returns. Without reason I have lost that facility. I have followed all available instructions eg going into settings, taxes, VAT etc. without success. My registration number is there and

    • How to automatically schedule a meeting After Blueprint Transition

      As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint.  So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting. As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call. What am I missing?  There seem to be 3 types

    • Zoho Recruit > Workflow

      I have created a workflow for my application module Whenever a record is created The condition , application status is 1st call invitation I have set this OI do not receive the email that was suppose to be send out

    • [Webinar] Zoho Writer for SCM and logistics

      Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

    • Multiple locations but one parent company

      I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.   

    • Stock Count History in Product Details – Zoho Inventory

      Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’m

    • Next Page