Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications

Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications

Hello developers!

We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using the features offered in the developer portal.

What are extensions?

Extensions are installable plugins or add-ons that help enhance the existing functionality of your Zoho product or seamlessly integrate and interact with third-party applications for data transmission.

How can you build extensions?

Zoho offers a developer platform called Zoho Developer that allows you to build different types of applications. Sigma is a platform offered within Zoho Developer that is specifically designed for creating extensions for various Zoho products. Throughout this series, we'll look at how to create and develop extensions for the Zoho Finance Suite applications using Sigma.

Get to know all about extensions and building them further in detail.

Sigma extension support

The Zoho Finance Suite consists of seven applications: Zoho Books, Zoho Inventory, Zoho Expense, Zoho Invoice, Zoho Billing, Zoho Checkout, and Zoho Payroll. Currently, the Sigma platform supports creating and building extensions for these five Zoho Finance applications:
  • Zoho Books
  • Zoho Inventory
  • Zoho Expense
  • Zoho Invoice
  • Zoho Billing
Creating an extension
  • Log in or sign up at developer.zoho.com.
  • Go to Sigma and access your workspace.
  • Once you enter your workspace, you'll be taken to the Extensions section in Sigma.
  • Click the New Extension button to start building an extension.                                                                                     
  • Enter a name and description for the extension and choose the service you want to build the extension for. As mentioned earlier, Sigma offers support for Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Billing, and Zoho Expense.                                                                                          
  • For our demo, let's choose the service as Zoho Books. Accept the terms and conditions, and then click Create.                                                                                          
  • The extension is successfully created. You can click the Extension Details icon to see an overview of the extension.                                                                                          
The extension details page shows the general details of the extension, such as creation date, creation time, and version, and allows you to associate developers with the extension.
  • Click the Edit Extension icon to start developing the extension.                                                                                  
  • The Zoho Books Developer Portal opens with the options and native features available to customize, curate, and develop your extension.                                                                
Zoho Books Developer Portal sections

The developer portal has four different sections to help customize and build your extension.

Learn: This section lists the native Zoho Books capabilities that can be used to create and develop extensions. Clicking the Set up Now button next to each feature will take you to the feature's development setup page.
                                                                                           

Build: This is the development setup section, which includes customization, automation, and components like connections, widgets, schedules, webhooks, and signals. You can customize your extension preferences, establish connections to integrate with other applications, and design custom interfaces to enhance user experience.
                                                                                          

Configure: This section assists with handling your extension's required configurations, whether they are generic settings or customizations required from the user. You can add global fields, which can be incorporated as either variables that store static data or through custom widgets that retrieve user inputs. You can also define functionalities that happen during installation and uninstallation.
                                                                                          

Publish: Once the extension has been built and configured, you can use this section to publish it for either private or public use. In both cases, the Zoho Books team will review the extension; for public extensions listed on Zoho Marketplace, the Zoho Marketplace approval team will also review them. You can share your privately published extension with other users using the Shared List option.
                                                                                          

We will explore more about each of these sections and their features in upcoming posts.

Testing an extension

The Zoho Books Developer Portal offers a dedicated testing environment for each extension, allowing you to test and validate it before publishing.

As a developer, you can use the Test Your Extension option in the top right corner of the portal to access your extension's sandbox environment.
                                                                  

This will redirect you to the sandbox testing environment for the extension you're developing, which is similar to Zoho Books and contains relevant modules to test with.
                                                                  

You can populate necessary data and test your extension functionality. Once everything is validated, you can go ahead and publish your extension for private or public use.

For support or questions related to Zoho Finance Suite extension development, you can email developer@zohofinance.com.

We hope you found this guide useful. Keep following this space for more information!

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