ZOHO Initial Steps

1. Create Extension using Sigma on https://developer.zoho.com/homepage.do

Step 1: Choose Sigma

Step 2: Login to plugins@kaleyra.com[Get Credentials from Sathish Pathuri or Madhusudhan

Aithal)

Step 3: Click on “New Extension”

Step 4: Provide relevant details and click on “save as draft”
Click on “Edit Extension” icon. Which Opens up a new page.

http://help.zwidgets.com/help/v1.0.5/ZOHO.CRM.HTTP.html#.get (SDK for ZOHO CRM API)

2. Create Folder on local by using the following commands

[Run these commands in the desired folder using git bash]
Step 1: https://www.zoho.com/developer/help/extensions/zappscli.html

Directory Structure

Main directory
|-------app(all the files containing code)
|-------dist(zet pack will create a zip folder here)
|-------node_modules(zet init creates with required node modules)
|-------server(index file created when project directory is created from zet init)
|-------package(.txt)
|-------package-lock(.txt)
|-------plugin-manifest(.txt)

Start coding !!!!!!!!!

After development is completed
Step 2: Go to the project parent directory containing app dist etc..
Step 3: Open Git bash here
Step 4: run zet validate, zet pack here
Step 5: zip folder of the project will be created in dist folder
Step 6: Go to developers.zoho.com[Navigate to “Sigma” and then click on “edit extension icon”
on the extension in consideration]
Step 7: Navigate to connected apps in the left Menu bar

Step 8: Replace existing folder with the folder in dist / create new app and upload the folder(if
app does not exist already
Step 9: Navigate to the menu where it displays the created or existing app name.

Step 10: Click on publish. Check Features to be published. Version the app
Step 11: Copy the link if testing and open it in a new tab and install the app on the crm account.
[OR]
Step 12: Publish it to marketplace by checking the option to publish before clicking “OK”.
To add Modules [Tabs like Leads, Contacts on ZOHO CRM]
Navigate to “Modules” and “Create New Module”