By the CryptoTrackPro team · Published
Quick answer: keep price lookups on a dedicated tab, reference those cells from your dashboard, and give each customer installation and connection instructions. CryptoTrackPro adds formulas such as =cryptotrackpro("BTC-USD") without asking the customer for a market-data API key.
If you sell a Google Sheets portfolio template, your customer is buying your layout, calculations, and workflow. Price collection is one part of that experience. A clear integration lets your own design stay central while giving customers a consistent way to obtain the crypto prices it needs.
This tutorial builds a small example with three tabs: Setup, Prices, and Portfolio. It is a layout you can adapt, not a claim that every existing template becomes compatible without changes. Test the exact assets and functions your product uses before promising coverage.
1. Make the customer's inputs explicit
In Setup!A2 write Reporting currency, and in Setup!B2 enter USD. Give that input a distinct fill color. On your instruction tab, explain that every amount in the valuation uses this currency; changing the displayed number format alone does not convert prices.
In Prices!A1:B1 write Symbol and Price. Enter BTC in A2 and ETH in A3. In Prices!B2 enter the following formula and copy it down to B3:
=cryptotrackpro(A2&"-"&Setup!$B$2)On Portfolio, use these headers in row 1: Symbol, Units, Price, Value. Enter the sample holdings shown below. The price column references the shared table instead of making another market-data request.
| Row | A: Symbol | B: Units | C: Price formula | D: Value formula |
|---|---|---|---|---|
| 2 | BTC | 0.02 | =VLOOKUP(A2,Prices!$A$2:$B$3,2,FALSE) | =B2*C2 |
| 3 | ETH | 0.4 | Copy C2 down | Copy D2 down |
For a reproducible design preview, temporarily use invented Prices values of 60,000 for BTC and 3,000 for ETH. Both positions should display $1,200, for a $2,400 total. Label the preview as sample data, and restore the price formulas before testing the connected version.
2. Put setup before the dashboard
Include this sequence where a new customer will see it immediately after making a copy. Link to the Marketplace listing and the current setup guide rather than relying only on screenshots that may age.
- Make your own copy of the template.
- Install CryptoTrackPro using the Google account that will use the sheet.
- Choose Extensions → CryptoTrackPro → Open CryptoTrackPro and complete the connection.
- Enter your symbols, holdings, and reporting currency in the marked input cells.
- Choose Extensions → CryptoTrackPro → Refresh All Prices and inspect the price cells.
Do not assume a formula copied from your account proves the buyer's account is connected. Google's custom-function documentation explains how spreadsheet functions can be distributed through scripts and add-ons. For this integration, the customer needs the CryptoTrackPro add-on available in their own environment.
3. Show failures where they can be fixed
Keep the Prices tab accessible. A missing symbol, a connection instruction, or a quota message should lead to an understandable next step. Replacing every error with a blank can hide the reason a customer's total looks wrong.
For this two-row example, put =IF(COUNT(C2:C3)=2,SUM(D2:D3),NA()) in Portfolio!D4. It keeps the total unavailable when either referenced price is not numeric. Add a nearby instruction: “If the total is unavailable, check the Prices tab and open the CryptoTrackPro sidebar.”
When expanding the template, update both the lookup ranges and completeness check. For example, a third asset needs to exist in the Prices table as well as Portfolio. Avoid accidental partial totals when a customer inserts a row outside a fixed range.
4. Describe refresh and costs accurately
Put the add-on requirement on your product page before checkout, alongside any separate template price. CryptoTrackPro Free includes 50 daily calls. Base costs $3.99 per month with 500 daily calls; Pro costs $11.99 per month with unlimited daily calls. First-time users start with a 30-day Base trial without a card, then move to Free unless they subscribe.
Base supports a 30-minute refresh interval and Pro a 5-minute interval while the spreadsheet and sidebar remain open. Closing the sidebar stops timed updates. Describe that behavior in your instructions so customers do not expect an unattended workbook to update continuously. Link to current plans and refresh instructions.
Estimate usage with the size of your actual template. Fifteen price cells refreshed ten times is up to 150 lookups before other use; the sidebar usage counter is the final check. A five-asset dashboard and a large research workbook should not receive the same default usage guidance.
5. Test a fresh copy as a buyer would
Test installation, connection, a manual refresh, and a changed holding in a fresh customer-style copy. Check that only the intended inputs need editing. Change USD to EUR and verify the requested pair and currency labels. Try an invalid symbol and confirm the total does not quietly treat the missing asset as worthless.
If your template includes traditional shares, distinguish the data source clearly. CryptoTrackPro's RWA functions price supported tokenized assets; those are not exchange quotes for ordinary brokerage holdings. Check the instrument represented by each row before combining it with a customer's share count.
Use the free CryptoTrackPro template to inspect a working starting layout. For a collaboration, email contact@cryptotrackpro.com with your product link, the asset types and fields your customers need, and the step where they currently get stuck. A focused sample workbook makes it easier to discuss a useful integration or additional formulas.
Start with a working portfolio sheet
Copy the free template, install CryptoTrackPro, and adapt the layout to your workflow. First-time users get a 30-day Base trial with no card required.
Get the free portfolio template