Before you start
You need:- Workspace settings permission to connect, rotate, disconnect, or start a backfill.
- A live API credential that can read payments. Sandbox and test keys are rejected.
- CRM read access to view sync health and purchases.
Connect
1
Open the Commerce group
Go to Settings > Integrations and find the processor under Commerce.
2
Paste the live credential
Olympus verifies the key with a read call before it stores anything. If the key cannot read payments, the connect fails and nothing is saved.
3
Confirm the webhook
Most processors let Olympus register the webhook. Orb, and Stripe keys without webhook write access, show the exact URL to paste plus a signing-secret field. Until that secret is saved, the connection polls only.
4
Wait for backfill
Connect starts a 90-day backfill of paid charges. Historical purchases do not fire ad conversions.
Health
The tile shows webhook vs polling, last delivery, last poll, backfill progress, retries, dead letters, unattributed count, and test-mode drops. It never shows secrets, account ids, or raw payloads. If a poll finds charges that no webhook delivered, the connection is marked degraded with awebhook_silent issue.
Purchases
Each terminal successful payment is one purchase on one opportunity in the Payments pipeline. Renewals and later invoices are new purchases. Refunds and disputes stay on the original purchase. Payments without a matchable email go to an unattributed queue. Slash bank-ledger credits also land there until someone picks one opportunity.Measure
Revenue, LTV, cohorts, and attribution include every connected processor once the workspace revenue source ispurchases. Deal count and average deal size still count opportunities, so renewal-heavy sellers see more deals than purchases.
Stripe cutover walks back to the workspace’s earliest Stripe event, matches by PaymentIntent per currency, and flips only when nothing is truly missing. Workspaces already on purchases are skipped.
Runbook
- Degraded / webhook silent. Check that the provider still has the Olympus endpoint enabled. Rotate the signing secret if needed. The next poll should clear the issue after deliveries resume.
- Dead letters. Open the existing sync-run surface and retry. The payload is not shown in health.
- Unattributed. Match the email on the contact, or for Slash bank credits pick one opportunity from the closed candidate list. Do not invent a match from amount or memo.
- Cutover mismatch. A
stripe_cutover_truly_missingissue means an old Stripe event has no purchase. Review before flipping that workspace.