Ensure you meet any prerequisites before you upgrade or install the Excel Add-in.
This table contains a list of prerequisites to install different versions of the Excel Add-in.
The Series 4 Add-ins check for prerequisites as part of the installation process. If something is missing, you're prompted to install it.
Prerequisite software you need to download
| Prerequisites | 3.4 | 4.0 | 4.1 | 4.2 |
| Microsoft .NET Framework (minimum version needed) | 4.7.2 | 4.7.2 | 4.7.2 | 4.7.2 |
| VSTO (Visual Studio Tools for Office) | Yes | Yes | Yes | Yes |
| Other | ||||
| Proxy settings * | L, N, O, S | L, N, O, S | L, N, O, S | L, N, O, S |
Microsoft Office version compatibility
| Microsoft Office version | 3.4 | 4.0 | 4.1 | 4.2 |
| Microsoft 365 (Online) | - | - | - | - |
| Microsoft 365 (Desktop) | Yes | Yes | Yes | Yes |
| Microsoft Office 2016 | Yes | Yes | Yes | Yes |
| Microsoft Office 2013 | Yes | Yes | Yes | Yes |
Windows version compatibility
| Windows version | 3.4 | 4.0 | 4.1 | 4.2 |
| Windows 8 | Yes | Yes | Yes | Yes |
| Windows 8.1 | Yes | Yes | Yes | Yes |
| Windows 10 | Yes | Yes | Yes (Self-Service SAML configuration is only available for version 1803 onwards) | Yes (Self-Service SAML configuration is only available for version 1803 onwards) |
The Add-ins are supported by Windows only. For Mac users, use a Virtual Machine (VM) that has Microsoft Windows installed.
Proxy support compatibility
| 3.4 | 4.0 | 4.1 | 4.2 | |
| Proxy settings | L, N, O, S | L, N, O, S | L, N, O, S | L, N, O, S |
* L=Legacy / N=None / O = Override/ S= System
If we stop supporting a version of Windows or Office we'll let you know at least 30 days in advance, via the release notes on Community.
Once you meet the prerequisites in the table, you can download and install or upgrade the Excel Add-in. A list of versions is available on the Downloads page.