Automatum

Customer Management ​

Track and manage all your cloud marketplace customers from a unified dashboard.

Overview ​

The Customers module provides a centralized view of all customers who have purchased or expressed interest in your marketplace offerings. Monitor their entitlements, usage patterns, contract status, and engagement history.

Customer Dashboard ​

Access the customer dashboard from Customers in the main navigation.

Customer Information ​

Each customer profile includes:

Basic Details ​

  • Company name and industry
  • Contact information (name, email, phone)
  • AWS Account ID (cloud identifier)
  • Marketplace platform (AWS/Azure)
  • Registration date

Entitlements ​

  • Products and plans purchased
  • Subscription status (active/expired)
  • Pricing dimensions and quantities
  • Expiration dates
  • Associated private offers

Annual Revenue ​

  • Calculated from active entitlements
  • Based on pricing tiers and quantities

Finding Customers ​

Use the search bar to find customers by:

  • Company name
  • Contact name
  • Contact email
bash
# API: List all customers for organization
GET /customers
Authorization: Bearer YOUR_TOKEN

Customer Details ​

Click on any customer row to view their complete profile in a side panel.

Customer Details Panel ​

The side panel displays:

  • Company Name: From customer profile
  • Annual Revenue: Automatically calculated from active entitlements
  • Entitlements List: All products and subscriptions
    • Product/listing information
    • Subscription status (active/expired)
    • Pricing dimensions and quantities
    • Expiration dates

Available Actions ​

  • Create Replacement Offer: Available when customer has active offers
  • View Entitlement Details: Expand any entitlement to see full details

Real-time Data

Customer entitlements are updated in real-time when changes occur in AWS/Azure Marketplace.

Customer Actions ​

Create Replacement Offer ​

For customers with active offers, you can create replacement offers:

  1. Open customer details panel
  2. Click Create Replacement Offer
  3. Configure new pricing and terms
  4. Submit to AWS Marketplace

When Available

The replacement offer option only appears when a customer has active accepted offers.

Customer Status ​

Customers are tracked based on their entitlement status:

Active Customers ​

  • Have at least one subscription with status: subscribed
  • Entitlement expiration is null or in the future
  • Displayed in customer table with active subscription count

Expired Customers ​

  • All entitlements have expired
  • Expiration date has passed
  • Displayed with expired subscription count

API Reference ​

Get All Customers ​

bash
GET /customers
Authorization: Bearer YOUR_TOKEN

Response:

json
{
  "code": 200,
  "data": [
    {
      "id": "customer-uuid",
      "organizationId": "org-uuid",
      "cloudIdentifier": "aws-customer-identifier",
      "details": {
        "company": {
          "name": "Acme Corporation",
          "industry": "Technology",
          "website": "https://acme.com"
        },
        "contacts": [
          {
            "name": "John Doe",
            "email": "john@acme.com",
            "phone": "+1234567890"
          }
        ],
        "account": {
          "accountId": "123456789012",
          "platform": "aws"
        }
      },
      "createdAt": "2026-01-15T10:00:00Z",
      "updatedAt": "2026-01-15T10:00:00Z"
    }
  ]
}

Get Customer by ID ​

Includes entitlement history and active offers:

bash
GET /customer/:id
Authorization: Bearer YOUR_TOKEN

Response:

json
{
  "code": 200,
  "data": {
    "id": "customer-uuid",
    "cloudIdentifier": "aws-customer-identifier",
    "details": {
      "company": { "name": "Acme Corporation" },
      "contacts": [{ "name": "John Doe", "email": "john@acme.com" }],
      "account": { "accountId": "123456789012", "platform": "aws" }
    },
    "activeOffers": [
      {
        "id": "offer-uuid",
        "status": "accepted",
        "listingId": "listing-uuid"
      }
    ],
    "entitlementHistory": [
      {
        "id": "entitlement-uuid",
        "customerId": "customer-uuid",
        "listingId": "listing-uuid",
        "details": {
          "subscriptionStatus": "subscribed",
          "expiration": "2027-01-15T10:00:00Z",
          "entries": [
            {
              "name": "enterprise",
              "units": 1,
              "price": "100.00"
            }
          ]
        }
      }
    ]
  }
}

Get Customer by Cloud Identifier ​

bash
GET /customer/byCloudIdentifier/:cloudIdentifier
Authorization: Bearer YOUR_TOKEN

Create Customer ​

bash
POST /customer
Authorization: Bearer YOUR_TOKEN
Content-Type: application/json

{
  "cloudIdentifier": "aws-customer-identifier",
  "details": {
    "company": {
      "name": "Acme Corporation",
      "industry": "Technology"
    },
    "contacts": [
      {
        "name": "John Doe",
        "email": "john@acme.com",
        "phone": "+1234567890"
      }
    ],
    "account": {
      "accountId": "123456789012",
      "platform": "aws"
    }
  }
}

Update Customer ​

bash
PUT /customer/:id
Authorization: Bearer YOUR_TOKEN
Content-Type: application/json

{
  "details": {
    "company": {
      "name": "Updated Name"
    },
    "contacts": [
      {
        "name": "Jane Doe",
        "email": "jane@acme.com",
        "phone": "+1234567890"
      }
    ]
  }
}

Delete Customer ​

bash
DELETE /customer/:id
Authorization: Bearer YOUR_TOKEN

Best Practices ​

  1. Keep Contact Info Updated: Ensure customer contact details are current
  2. Monitor Entitlements: Regularly check customer subscription status
  3. Proactive Engagement: Reach out to customers with expiring entitlements
  4. Use Replacement Offers: Update pricing or terms for existing customers
  5. Track Revenue: Monitor calculated annual revenue from entitlements

Troubleshooting ​

Customer Not Appearing ​

  • Check if AWS/Azure sync is complete
  • Verify customer has accepted an offer
  • Ensure proper IAM/API permissions

Incorrect Usage Data ​

  • Verify metering events are being sent
  • Check for duplicate entries
  • Ensure timestamp is in correct format

Entitlement Mismatch ​

  • Trigger manual sync from AWS/Azure
  • Verify contract is active in marketplace
  • Check for recent changes in marketplace console

Next Steps ​

Need Help? ​

Contact hello@automatum.io for assistance with customer management.

Automatum GTM Platform

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