I’m afraid that I’ve never done anything like this particular upgrade — did get an Acme screw upgrade for my SO1 and did some other mods to it — my SO2 was dead stock (had to be to do the instructions) and I did write up some notes on my tweaks to my SO3 when doing my XL upgrade.
Please contact the folks who make this upgrade and see what they say?
That said, it’s a kit — take a drill / file to it? Fill in unwanted holes w/ a metal-impregnated epoxy such as JB Weld? Worst case is if you mess your plate up, you can contact support@carbide3d.com
For the software side, apparently some values are being hard-coded into the app — perhaps vertical motion is one of them? Might be you’ll have to use a 3rd party comm / control program.
I’m afraid that we simply don’t have the resources to support more than the stock kits and accessories.