# Onboarding AWS account onto Economize

After signing up with [Economize](https://www.economize.cloud/signup) to onboard your AWS account, select the Connect AWS option when choosing your provider, and follow these steps:

<figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2FHoliZPlghw7Msaai7ZYf%2FScreenshot%202025-01-30%20at%2012.58.21%E2%80%AFPM.png?alt=media&#x26;token=4a954b47-b589-4c97-af73-6a70005a855a" alt="" width="563"><figcaption></figcaption></figure>

For Economize to connect with your AWS account, it will need access to the Cost and Usage Report (CUR) through an IAM role.

You can use an existing CUR or create a new one during onboarding.&#x20;

{% hint style="info" %}
It's required to use the [Management account](https://docs.aws.amazon.com/managedservices/latest/userguide/management-account.html) while onboarding, to onboard other accounts later on.&#x20;
{% endhint %}

{% tabs %}
{% tab title="Create & use a new CUR (recommended)" %}
For creating and using a new CUR select **Create and use a new CUR (recommended)** option when asked for the same during onboarding and follow these steps:

1. Click on **Create stack** to get redirected to AWS CloudFormation with prefilled settings that will look as follows.

<figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2FDY2ATva3teDKxZ1FOyFd%2FScreenshot%202024-02-28%20at%201.41.27%20PM.png?alt=media&#x26;token=ea087adf-5a7e-45c0-b79a-3fa7e1015241" alt="" width="563"><figcaption></figcaption></figure>

2. Check on the **I acknowledge that AWS CloudFormation might create IAM resources** within the blue dialog box.

3. Click on **Create stack.**

4. Once the stack has been created, the application must validate itself.

5. In case the stack has been created but not validated yet, copy the value of **RoleArn** from the Outputs field in the AWS console and paste it into the provided field during the onboarding process.<br>

   <figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2FZTg30rbqiPTweRranAOx%2Fimage.png?alt=media&#x26;token=cf7c9c10-0209-4581-be93-9e352245cd3e" alt="" width="563"><figcaption></figcaption></figure>

6. Click on **Connect.**

<figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2Fy9nngUJv1Ck31tOqYTMN%2FScreenshot%202025-01-30%20at%204.57.36%E2%80%AFPM.png?alt=media&#x26;token=ced33924-a00a-4e54-899e-eb5238034a0a" alt="" width="563"><figcaption></figcaption></figure>

7. Once the RoleArn ID is been verified you can proceed with the next steps of onboarding.
   {% endtab %}

{% tab title="Using an existing CUR" %}
{% hint style="warning" %}
We recommend you create and use a new CUR during the onboarding if your existing CUR doesn't configure to the following settings:

* **Additional content:** Include resource IDs
* **Report data time granularity:** Hourly&#x20;
* **Report versioning:** Overwrite existing report
* **Compression type:** Parquet
* **Report data integration:** Amazon Athena
  {% endhint %}

When using an existing CUR select **Use an existing CUR** option when asked for the same during onboarding and follow these steps:

1. Select the **CUR Version** and enter the **Bucket name**, and **Region** where it's been hosted.&#x20;

<figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2FK88H8OpkhtdQjOqRHAwO%2FScreenshot%202025-11-09%20at%2011.28.31%E2%80%AFAM.png?alt=media&#x26;token=35362d62-6edf-4f89-9561-9c668304f30e" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
**Finding the existing S3 bucket name and region**

To locate the S3 bucket where your AWS Cost and Usage Report (CUR) is stored:

1. Go to **AWS Console** → **Billing and Cost Management** → **Data Exports**.

2. Within the **Table** view, look for the **S3 bucket** column, this lists the bucket name used for your CUR exports.

3. To find the **region**, open the **Amazon S3 Console**, select the same bucket, and check the **Region** information displayed in the bucket details section.
   {% endhint %}

4. Click on **Create stack** to get redirected to AWS CloudFormation with prefilled settings that will look as follows.

<figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2FOpIXO2UPvugwCMnYXUAT%2Fcur%201.png?alt=media&#x26;token=ce41a283-5710-48a5-a163-02b9dc8997d0" alt="" width="563"><figcaption></figcaption></figure>

3. Check on the **I acknowledge that AWS CloudFormation might create IAM resources** within the blue dialog box.

4. Click on **Create stack.**

5. Once the stack has been created, the application must validate itself.

6. In case the stack has been created but not validated yet, copy the value of **RoleArn** from the Outputs field in the AWS console and paste it into the provided field during the onboarding process.<br>

   <figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2FZTg30rbqiPTweRranAOx%2Fimage.png?alt=media&#x26;token=cf7c9c10-0209-4581-be93-9e352245cd3e" alt="" width="563"><figcaption></figcaption></figure>

7. Click on **Conect.**

<figure><img src="https://4121990823-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fn3X3NsKiruYotJHSzbQX%2Fuploads%2Fy9nngUJv1Ck31tOqYTMN%2FScreenshot%202025-01-30%20at%204.57.36%E2%80%AFPM.png?alt=media&#x26;token=ced33924-a00a-4e54-899e-eb5238034a0a" alt="" width="563"><figcaption></figcaption></figure>

8. Once the RoleArn ID is been verified you can proceed with the next steps of onboarding.
   {% endtab %}
   {% endtabs %}

{% hint style="success" %}
**SUCCESS**

It can take up to 24 hours for data to fully propagate in a newly generated CUR. Once the onboarding steps are completed successfully you can utilize [Economize features](https://docs.economize.cloud/product-features) to gain deeper insights into your linked AWS account.
{% endhint %}
