Publish Extensions

Once you have successfully built your extension and tested it in the Zoho Books Sandbox system, you must publish the extension to make it available to other users. There are two options to publish an extension:

• Publish Your Extension Privately
• Publish the Extension in Zoho Marketplace

Publish Your Extension Privately

You must publish your extension privately to have it reviewed by the Zoho Books team. Here’s how:

• Go to Zoho Books Developer Portal.
• Go to the Publish section at the top.
• Go to Publish in the left sidebar.
• Click Publish on the extension’s description section.

• In the pop-up that appears:

  • Select a version based on the extent of changes made to the extension in the Version field. You can choose between:

    • Major: Select this option if you’ve made significant changes, such as adding a new component or customization. This will increment the extension’s version to the next major version. For example, if the extension is currently in version 1.0 or 1.3, it’ll be advanced to version 2.0.
    • Minor: Select this option if you’ve made minor changes, such as small bug fixes or modifications. This will increment the extension’s version by 0.1. For example, if the extension is currently in version 1.3, it’ll be advanced to version 1.4.

  • Enter the details of the technical documentation that you will share with your clients, customer, end users, etc., in the Release Notes field.

  • Click Publish.

• Click Submit for Private Review on the extension’s description section.

• In the pop-up that appears, click Send Email.

The extension will be sent to the Zoho team for review. You’ll get an email notification once the extension is reviewed.

The list of versions and details of what has been added in each version will be displayed in the Version History section.

Once your private extension has been approved, you can:

• Share Private Extensions With Other User
• Publish the Extension in Zoho Marketplace

Share Private Extensions With Other Users

By default, only the creator of the private extension will be able to access it. If you want other users to access the extension, you have to share it with them. Here’s how:

• Go to the Shared List module on the Developer Portal.
• Click + Share Privately on the top right corner of the page.
• In the pop up that appears, enter the organization ID and email address of the user with whom you want to share the extension in the Organization ID and Email Address fields.
• Click Share.

An email will be sent to the user’s email address. The user can install the extension by clicking the link provided in the email.

Publish the Extension in Zoho Marketplace

Once the private review of the extension is complete, you have the option to make it publicly available to all Zoho Books users by listing it in Zoho Marketplace.

To submit an extension to the marketplace:

• Go to Zoho Books Developer Portal.
• Go to the Publish tab of the extension.
• Click Submit to Marketplace and you’ll be redirected to Sigma.
• Click Submit to Marketplace.
• In the pop-up that appears, fill in the required details.
• Click Submit.

Once you have submitted the form, we’ll send you an email with the status of your extension. After submission, the status in the Extension Details page’s marketplace column will be Waiting for Approval.

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