Use Workbook Conversion to convert a workbook made in versions 3.1 through 3.4 of the Excel Add-in to be compatible with Series 4 versions.
Workbooks created in, or converted to be compatible with, Series 4 of the add-in are not backward compatible with Series 3.
If you convert a workbook to be compatible with Series 4, you can choose to save a back-up of the original workbook. You can use the back-up with the version of the Add-in it was converted from.
To convert a workbook:
- Open a workbook created in Series 3 of the Excel Add-in.
- Select Workbook Conversion.
![Keep the checkbox marked so you have a copy of your original workbook.](https://assets-us-01.kc-usercontent.com:443/cddce937-cf5a-003a-bfad-78b8fc29ea3f/2757b7c8-eb0e-4720-8ad9-0a2657d7246b/workbook-conversion-dialog.png)
- You can select Keep a copy of the current workbook if you want to keep a back-up of your Series 3 workbook.
- Select OK.
If you selected Keep a copy of the current workbook, a link to your back-up copy displays. The back-up saves into the same folder as the original workbook, with _backup appended to the end of the file name.
![Click the link to view where your backup copy is saved.](https://assets-us-01.kc-usercontent.com:443/cddce937-cf5a-003a-bfad-78b8fc29ea3f/abe39575-57a0-452c-915a-7719c3152397/workbook-backup-copy-saved.png)
- Select Close.
Your workbook is ready to use with Series 4 of the Excel Add-in.