Extensions - Overview
Extensions are pre-built software components designed to enhance Zoho Books by adding customized features or integrating it with third-party services. These extensions provide powerful functionalities without the need for complex manual customizations.
If you’re a developer, Zoho Marketplace makes it easy to design and sell extensions, even if you’re not a Zoho user. Once an extension has been listed in the marketplace, it will be available for all Zoho Books customers to install for their own use.
Scenario: Patricia, the Sales Manager of Zylker, a retail store, wants to implement a customer reward system. She plans to reward points to customers based on a percentage of their invoice amount. Additionally, she also wants to assign different percentage values to different customers. To achieve this, Patricia takes the following steps:
1. In the Customers module, she creates a custom field to store the number of points.
2. She adds another custom field to record the percentage for each customer.
3. In the Invoices module, Patricia introduces a Checkbox custom field.
4. Patricia writes a custom function that calculates the points based on the specified percentage for each customer.
5. When an invoice is saved, this custom function runs, calculating and recording points if the checkbox is selected. The points are stored in the number custom field.
After successfully implementing this functionality for her organization, Patricia packages it into an extension, sets a price for it, and makes it available for other businesses using Zoho Books. She earns money whenever a Zoho Books user installs her extension for the first time.
Developers and Extensions
As a developer, you have the opportunity to create extensions that seamlessly combine Zoho Books’ core features with third-party services, simplifying and improving the experience for Zoho Books users. Even if you’re not a Zoho user yourself, Zoho Marketplace offers a straightforward platform for designing and selling extensions.
Once your extension is listed on Zoho Marketplace, it becomes available for all Zoho Books customers to install and use. When users install your extension, all the necessary components are automatically integrated, streamlining the process for them.
This makes it convenient for Zoho Books users to enhance their experience with additional functionalities, and for developers to share their solutions with a broader audience.
In This Section…
- Create Extensions
- Extension Components
- Configure Extension
- Test Extensions
- Review Guidelines
- Publish Extensions
- Install Extensions
- Sample Extension