1. Extensions
  2. Excel Add-in Series 4
  3. Install and set up
  4. Check your software versions and settings

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.

Prerequisites3.4 4.04.1
Microsoft .NET Framework(opens external page)
(minimum version needed)
(Visual Studio Tools for Office)
Microsoft Office version

Microsoft 365 (online)---
Microsoft 365 (desktop)YesYesYes
Microsoft Office 2016YesYesYes
Microsoft Office 2013YesYesYes
Windows version

Windows 8YesYesYes
Windows 8.1YesYesYes
Windows 10YesYesYes (Self-Service SAML configuration is only available for version 1803 onwards)

Proxy settings *
L, N, O, SL, N, O, SL, N, O, S

* The Add-ins are supported by Windows only.
   For Mac users, use a Virtual Machine (VM) that has Microsoft Windows installed. 

* 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.

The Series 4 Add-ins check for prerequisites as part of the installation process. If something is missing, you're prompted to install it.

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.