How to update the Plugin Manually

How to update the Plugin Manually

Introduction


There are times when the plugin might not auto-update when an update rolls out, below are steps to manually trigger this update. 

Manually download Plugin update without effecting databases


  1. Go to client current extension global fields and backup ALL data (especially Client ID and Secret, BRN and TIN) 

    1. You may do this by copy / pasting the data into a notepad or word doc. 



    2. You can find this configuration page via this navigation :
      1.  Zoho Books settings > marketplace > installed extensions > einvoice plugin "view details" > configure

  2. Search einvoice for Zoho Books. hit buy now. click install



  3. follow the installation steps - authorize connection

  4. reconfigure global fields (insert backed up Client ID and Client Secret, TIN and BRN, and MSIC code)

  5. Complete!

Error while installing: "please disassociate these components and try again"


There is a chance while installing that this error might appear: 

image.png

As indicated in the table header on the right, this is because the plugin's custom fields are being used in a custom view setting. 

For this issue, you will have to locate the custom view and remove the custom fields from it. 

  1. Search for the custom view (in this example, it is in the "vendors" modue) via the drop down menu (by default it is displaying "All Vendors" 



  2. Edit the custom view via the Pencil icon to its right 



  3. You will need to remove any fields that were stated in the error message previously. 
    1. Remove the fields using the red " - " symbol on the right of the field name



  4. You may now save the custom field. 
    1. You can re-add these fields after the installation is complete. 

  5. If the error mentions a custom view names "status.all" in this error table, do look through the default "all" view settings for all Zoho books views (items, customers, vendors, and all document modules) via the method below: 

    1. in the default view selected, go to the menu shown below : 



    2. the below popup will appear, deselect all fields mentioned in the error message. 



  6. You may now proceed with the uninstall

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