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 1: Add Consolidated Account

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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 1: Add Consolidated Account 15-20 min. setup, 4-24 hrs. until data first appears in Cloudability



1. Navigate to Billing Dashboard, select Cost & Usage Reports, and click Create Report.


2. Name your report and be sure both boxes shown here are checked, on the next page be sure to select "Hourly" for the time granularity option

report_content__step2_.png 3. Configure or select the S3 bucket you'd like your CUR files in, leave all settings as default - please keep the compression type as "GZIP"




4. Cost allocation tags

a. From the Billing page, select Cost allocation tags and press the Activate button.Screen_Shot_2019-08-26_at_1.14.51_PM.png b. Be sure to enable any tags you've defined that you want to use to analyze your spend.



5. Generate Access Credentials: Cloudability will generate a CloudFormation Template that you can use to provide access to the S3 bucket containing your billing files.

a. As a Cloudability administrator, navigate to the Vendor Credentials page in Cloudability.


b. Click the Add a Credential button on the right. If you've followed steps 1-3 in this document, you're ready to create an IAM Role using our admin console.

c. Enter your payer account ID and the name of the S3 bucket that contains your Billing Reports in the appropriate fields, plus the report and report prefix specified in the Cost and Usage reports section. Once you've entered these fields, the Generate Template button will become active. Click the Generate Template button to create a new Credential placeholder in Cloudability.


d. After a moment, the button will change to read "Download". Click the Download button to download the CloudFormation Template.


e. Navigate to the CloudFormation section of the AWS Management Console, and Create  Stack with new resources (standard)


f. Select to Upload a template file, then choose the file you downloaded from Cloudability, and click Next.


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


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


i. 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.

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


k. You'll immediately see the payer account you just set up appear on the Vendor Credentials page. We'll use the permissions you set up to query for the AWS account linked to this payer account. In a few minutes, you'll see the linked accounts if you refresh the page:


Continue to connect AWS API data to your linked accounts.

Note: It takes anywhere from 4 to 24 hours for your cost and usage data first to appear in Cloudability, depending on how long it takes AWS to generate your first billing reports. In the meantime, you'll see a message indicating your data has not yet arrived.


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