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

    • We've updated the webhook payload format

      We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.

    • Zoho People > Access of Left Menu

      Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member

    • Custom Button - Location Choice is not changeable in creation

      I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field

    • Workflow on Clone

      Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, only

    • How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

      I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>

    • Introduce an option to hide the form title

      My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and

    • Answer Bot and Personalized Questions

      Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

    • 関連トピックから配信リストをつくる

      ZOHOキャンペーンの既存の連絡先リストを関連トピックで絞り込んで、配信リストを作成する方法があれば、教えてください。

    • Zoho Mail not working

      Anyone else had the issue where emails wont send from either the desktop CRM or the mail app? It just says "syncing" then "failed". I deleted it and tried to access emails through the CRM on my phone (fold) but they dont show. It seems it is impossible

    • Shorten one URL but not all

      I have read that I should be able to click on the shorten link button at the bottom of the post window and shorten just one URL. But it does all of the URLs in my post. I want only one shortened. Not sure what I'm missing. Any help appreciated.

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • What is Zoho Marketing Plus?

      As if there wasn't enough confusion with SalesIQ, CRM, Campaigns and Marketing Automation, now we have Marketing Plus too. Can somebody from Zoho please give us a comparative list of features that are in Marketing Plus compared to what's in Marketing

    • I didn't receive my domain verification mail

      I didn't receive my domain verification mail 

    • Creating a new deal with specific layout and pipeline

      I am trying to create a button which creates a new deal for a particular account. It needs to be assigned a specific layout and pipeline. It seems like it should be really simple but I've been struggling to get this to work all day, can anyone help?!

    • Announcing New Features in Trident for macOS (v.1.21.0)

      Hello everyone! Trident for macOS is here with interesting features to elevate your workplace communication and productivity. Let's take a quick look at them. Get better visibility for concurrent events. Quickly compare and manage simultaneous events

    • Modifying Product Details

      I am in the process of setting up new products in Zoho Commerce and have encountered a few problems: 1) Tabs It seems that Product Details pages do not have the ability to create Tabs. eg:  https://www.thedebugstore.com/tp240141-aardvark-usb-i2c-spi-host-adapter-total-phase.html

    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

    • Creating a custom CSV file using deluge script/

      I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

    • How can I get a nested value attributes inside a key par?

      Hello! Im getting the following output when reviewing a record I am after. I am trying to put some conditions based on a data value that is inside another data. For example, lets grab the below output. Info {"Account_Name":{"name":"Liberty Construction

    • Invoices not arriving and mail server settings

      I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I

    • Multi Line Text Character Limit

      I want to export my Help Center articles but I realized that the text in the Answer column is being cut off. I'm guessing there is a character limit for multi line text fields. How can I get around this?

    • Emails bouncing to Hotmail / Outlook.com

      Today I have seen multiple emails bouncing all to Hotmail and outlook.com mailboxes, all other emails are being delivered. Is it just me or is this a widespread issue with Zoho Books ? Bounce Reason : uncategorized-bounce

    • Be careful if you want to purchase zoho one

      Hi, just to add one more complain to the other similar complains. When I purchased zoho one, Divith, my account manager told me (by email) that I would be able to keep different emails that I have inside the company (contact, privacy, etc.). During the

    • Schedule Timeout 5 minutes vs. stated 15 minutes

      I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

    • Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?

      Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices so

    • How to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API

      I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"

    • Function and workflow to create customer payment and send receipt

       I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document).  I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely mucked

    • How to rename the Submit Button by using deluge script

      Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank You

    • Banking: Transfer from another account without base currency

      Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR

    • Item cost price - How to accomodate changing cost prices

      I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some

    • Marketer's Space: Targeted messaging : Leveraging Zoho Campaigns for Effective Communication

      Hello Marketers, Welcome back to Marketers’ Space! Targeted messaging ensures your communication reaches the right audience - boosting engagement, conversions, and overall campaign success. In this post, we’ll be looking at targeted messaging to create

    • :between: conditions in search?criteria

      Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29

    • Zoho Creator : Updating Records via Import. Can't use Autonumber or ZohoRecordID ?

      Hi, I am trying to use the function to update a report with an import. I'm running in to the error : "unable to update because the form has no column with unique values" In the release notes it says Only field with unique values can be used to compare

    • 💡 Feature Request: Custom App Bundle Plan (Pick Only the Apps You Need)

      Request: Allow Users to Build a Custom App Bundle (Choose Only the Apps They Need) Hi Zoho Team, I appreciate the value that Zoho One and the Plus Bundles (CRM Plus, Finance Plus, etc.) offer. However, I’m finding it difficult to get the best fit for

    • Search Feature Now Broken

      I have many hundreds of notes on Zoho Notebook but now when I search for a keyword, I only get 30 results maximum. This is unacceptable and yet another feature that has become broken on this quickly deteriorating software. Please fix immediately.

    • Restrict Zoho One Account Notifications to Admins

      Hi Zoho One Team, I hope you're doing well. We recently noticed that end users are receiving administrative pop-ups in Zoho One, such as the DKIM configuration notice (screenshot attached). This type of notification is only relevant to administrators

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Automated Checkout

      Hi Team, I’m trying to create an automated checkout function in Zoho People. My requirement is that if an employee forgets to check out, the system should automatically check them out after 10 hours. However, I'm encountering an error while updating the

    • Zoho CRM Community Digest - June 2025 | Part 1

      **We offer both video and written formats, take your pick and jump in.** CRM FOMO is real. You could be doing everything right and still miss the beat. That’s where we come in. Zoho CRM Community Digest! Every two weeks, we bring you the insider scoop

    • Introducing Video Tutorials for the Zoho FSM Mobile App

      We’re excited to announce the launch of our brand-new video tutorials for the Zoho FSM Mobile App—designed painstakingly to help your field agents get up to speed in no time! Whether you're brand new to the Zoho FSM mobile app or just need a quick refresher,

    • Next Page