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Your Spreadsheet Calculator

Your Spreadsheet Calculator

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Migration from 2.x to 3.x

A simple migration checklist for moving from Spreadsheet Calculator 2.x to 3.x, including which new plugins to install and what to test before going live.

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Updated 04/06/2026 3 min read

Before you update

This guide is for stores currently using Your Spreadsheet Calculator 2.x and moving to version 3.x. The update is usually simple, but it should be tested on a staging copy before changing the live website.

Recommended order: test in staging, confirm your calculators and products, then repeat the same steps on the live website during a quiet period.

Install the new plugins

Version 3.x uses the new Spreadsheet Calculator plugin family. Do not keep the old 2.x plugin active together with the new 3.x plugin.

  1. Create or refresh a staging copy of your website.
  2. Deactivate the old 2.x plugin and any old 2.x add-ons on staging.
  3. Install and activate the new base plugin from WordPress.org.
  4. If you use Pro features, install and activate the new Pro plugin too.
  5. If you use add-ons, install the matching new add-on versions.

After confirming everything works, repeat the same process on the live website. Keep a backup of the old setup until the live migration has been tested.

What changes in 3.x

  • The admin area is cleaner and easier to follow.
  • Calculators have clearer product assignments.
  • Fields belong to the calculator that uses them, instead of being shared globally.
  • The product-page calculator has a newer frontend layout.
  • Most formulas can keep working without being rewritten.

The main thing to review is not usually the formula itself. It is the product assignment, the frontend look, and any custom CSS or JavaScript added to the old calculator.

Migration checklist

  1. Open each important calculator in staging.
  2. Check that the calculator fields and formulas are still correct.
  3. Check which WooCommerce products are assigned to each calculator.
  4. Open one product page for each important calculator.
  5. Test the full customer flow: calculate price, add to cart, cart, checkout, and order details.
  6. Clear cache, CDN and minification layers after updating.

Product type migration

Version 3.x includes a Migrate products to Spreadsheet Calculator action. It changes linked WooCommerce products to the dedicated Spreadsheet Calculator product type.

Run this only after you have checked the calculator assignments in staging. If a calculator is assigned by category, the migration may affect many products at once.

Do not run this button immediately after installing 3.x. First confirm which products should really become Spreadsheet Calculator products.

When to be more careful

Plan a deeper staging review if your site uses:

  • custom CSS for the old calculator layout
  • custom JavaScript or jQuery connected to calculator fields
  • theme overrides or custom product-page templates
  • custom snippets that depend on old field IDs or old markup
  • the Multi-step add-on, which has not been migrated to the latest version yet and is not currently available for 3.x

These customizations may need small adjustments for the new 3.x frontend.

Final check

Once staging is confirmed, repeat the same plugin changes on production, clear all cache layers, and test one real product before considering the migration complete.