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 do I add more space to a note in ‘draw’?

      I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?

    • Overtime per week vs. per day

      In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day.  How do we fix this? Here is an example: Mon      8 hours Tues      7 hours Wed      9 hours Thur      8 hours Fri            8 hours -----       Total      40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?  

    • Add Hebrew Language Support in SalesIQ Idle Chat Handling and Reminders

      Dear Zoho SalesIQ Team, Greetings. We would like to request the addition of Hebrew language support in the Idle Chat Handling and Reminders functionality within Zoho SalesIQ. 🗣️ Background & Use Case Currently, we have successfully configured our Zobot

    • notebook synchronization - problem

      Good afternoon, Since yesterday when trying to create a new notebook, it does not let me and when creating the notes they are not synchronized with the cloud, I think the error may be with the encryption of images because in the pages appears the image

    • Notebook 3.5.0 -- Sort order Name A-Z not working

      Just updated to Notebook 3.5.0 on Windows 10. Sort order by Name, A to Z is backwards, like Z to A. Selecting Z to A still works as expected.

    • Stay organized with chat-to-ticket timers

      Hi there! Ever lost track of a customer’s message? Or found yourself scrolling through long chat threads trying to figure out what’s what? Setting up a chat-to-ticket timer can help. It decides when a reply should stay in the old ticket or create a new

    • New notecards not syncing across devices

      Hi, I'm having the same problem where my notes are not syncing from my Android to my laptop. Please help

    • Please add custom sort in Windows ver. of Notebook!

      Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to do

    • Formula to return string "WK 26 - 6.2.25 - 6.8.25

      Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))

    • Introducing LeadChain in Bigin to sync leads from Social Ads easily

      We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back

    • Templates Access

      There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they

    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

    • Power of Automation :: Autocomplete the Project upon Task closure.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Unable to send email through Gmail

      So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to

    • "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

      Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP

    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

    • Pre-fill Email field on Zoho Forms

      Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel

    • Webhook Trigger for New Messages in Cliq Channels

      Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

    • Unable to add subdomain email account under the main email account

      Hi, Is it possible to add a subdomain email account, like sky@agent.rebrightrental.com from the Admin Console of admin@rebrightrental.com in Zoho Mail? Or is that not possible? I want to create at least 3, like oak@agent.rebrightrental.com, bliss@agent.rebrightrental.com,

    • How to delete a large number of emails

      Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender and

    • want to renew my account

      I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the charges

    • Mail app and desktop on chrome not syncing properly.

      Yesterday I spent a significant amount of time on the computer moving emails to different folders, and deleting several. This morning, I realized on my zoho mail app it still showed all the emails in the inbox. Nothing had synced. I couldn't find a sync

    • Can't connect to Thunderbird

      Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correct

    • Can't receive emails, but can send

      I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:

    • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime

      Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this

    • Partial refunds

      I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

    • Tickets are enabled but not showing in zoho desk widget

      Hi, I have a Zoho Desk ASAP JWT widget inside my app. I enabled the KB, tickets, and salesIQ chat (screenshot 1), but only the KB and chat are showing on my app widget (screenshot 2). Can you help? Thank you

    • default to display images in mail

      How do I set my mail settings to default to display images, rather than asking me each time I open a message? Thanks, Sup

    • Zoho CRM Theme Color?

      I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

    • US Zipcode Mapping for Sales Tax areas

      In its current form, Zoho Commerce maps tax percentage to different states. Due to the wide variety of tax areas within each state, it would be much better to map sales tax against each individual zip code. In addition, it would be highly desirable to

    • New Emails not being received in Zoho Email account

      I have built a new website for my client, who has an email address like his_address@zohomail.eu (example). When his customers use the Contact Form on his website, the notification emails are sent to an address as his domain name, and the Webhost automatically

    • Custom Function : Copy multilookup field to text field

      Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

    • Relocating the server from Europe to the UAE

      We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USER

    • get statement as file pdf to send in whatsapp template

      hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date

    • I already configured DKIM Records, and other records as well

      I already configured DKIM Records, and other records as well but it is still going like a spam mail

    • No recibo correos

      Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?

    • Email not sending on Iphone on (1) account. Works with the others and set up thesame.

      When I attempt to send an email on one of our accounts on my iphone, It doesn't and. then comes back with an error message.. I've reviewed my other two accounts, and they both work fine on my iphone, it's just this one account.. I've also looked at the

    • Receive the incoming emails of my users

      Guys, I need some help. As an admin, can I receive all the incoming emails from my users?

    • I couldn't create new email "connect@cafeconnet.lk"

      Dear Manager, I want to create new email "connect@cafeconnect.lk" but I can't do that. Please help me for that.

    • didnt add my soho account Mail

      i cant add my soho account arturo@thrivechile.com in Mail (apple)

    • Next Page