Documentation and Best Practices

Learn how to use Cloudability and get the most out of our cloud cost management tool

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Setup Stage 2: Add Linked Account Data

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Integrating your AWS account(s) with our platform is a two-stage process. First, you will setup Billing Reports for us to ingest cost and usage data (read-only) for each payer account, which also automatically includes all associated linked accounts’ cost and usage data. Second, you’ll set up access to AWS APIs for each linked account.

Stage 2: Add Linked Account Data 10 min. setup
Your consolidated account will show linked accounts, but without AWS API data (when Stage 1 is complete). Continue below to connect AWS API data to your linked accounts.




1. Generate Access Credentials: Cloudability will generate a CloudFormation Template that you can use to provide access to the AWS API endpoints we use to feed our advanced features.

a. If you're not already there, navigate to the Vendor Credentials page in Cloudability.


b. Click the Pencil icon to Edit the linked account credential that's missing Advanced Features


c. We use the ID of the AWS Account to generate a CloudFormation Template which will generate the role for you. Click Generate Template, then click Download to download the template.


d. Navigate to the CloudFormation section of the AWS Management Console, and Create a new Stack. Note: Ensure you're logged in to console for the correct AWS Account


e. Choose to Upload the template you downloaded from Cloudability, and click Next.


f. Choose a descriptive Stack name (something starting with "Cloudability", for example) and verify the automatically populated Parameters, then click Next.


g. Read and click through the remainder of the confirmation screens. Don't forget to check the acknowledgment before you click Create.


h. Your new Stack will initially have a Status of CREATE_IN_PROGRESS. Once the status changes to CREATE_COMPLETE, you're ready to return to Cloudability to verify the credential was set up properly.

i. Back in Cloudability, click Verify Credentials to verify the new credential you just set up.


j. If everything was set up properly, you'll now see a green checkbox under Advanced Features for the linked account.


k. Repeat these instructions for each linked account that you'd like to set up.


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