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Onboarding Overview

Onboarding to Automatum has two stages. Stage 1 happens on AWS or Azure and must be finished first; Stage 2 happens in Automatum.

The journey at a glance

Stage 1 · Before Automatumon AWS or Azure — finish this first
AWS path
  1. Register via AWS Partner Central
  2. Add public seller profile
  3. Submit tax information
  4. Add bank & disbursement
  5. Verify (KYC if applicable)
Azure path
  1. Enroll in Partner Center
  2. Complete publisher onboarding
  3. Submit tax profile
  4. Set up payout profile
  5. Publish an offer (optional)
Both paths converge
Stage 2 · Onboard to Automatumidentical for AWS & Azure
  1. Create your Automatum account
  2. Connect your cloud (AWS role / Azure Partner Center)
  3. Create or sync your listings
  4. Send first private offer or report metering
🎉 Live on the marketplace

The two stages

StageStepsWhere
Stage 1 — Before Automatum (do this first)Become a marketplace seller · complete tax & bankingAWS / Azure
Stage 2 — Onboard to AutomatumCreate your account · connect your cloud · create or sync listings · first offer or meteringAutomatum

Selling on AWS, Azure, or both?

Stage 1 is per-cloud — follow the AWS track, the Azure track, or both below (complete each once). Stage 2 is identical for everyone.

The complete checklist

The single, end-to-end list — tick through it top to bottom. Finish your Stage 1 track before starting Stage 2.

Stage 1 · AWS path

  • [ ] Confirm your country of incorporation is an eligible AWS seller jurisdiction
  • [ ] Register with a dedicated AWS account (seller-of-record)
  • [ ] Register via AWS Partner Centralnew accounts complete identity verification (photo ID + smartphone selfie); existing Partners skip it
  • [ ] Set up your public seller profile
  • [ ] Submit your tax information
  • [ ] Add your bank account + disbursement preferencerequired before you can create any offers
  • [ ] Complete KYC — only if you sell to EMEA, use a UK bank account, or get paid for South Korea transactions

Stage 1 · Azure path

  • [ ] Confirm eligibility and enroll in Partner Center (work email that owns your domain + MPN ID)
  • [ ] Complete publisher onboardingnew enrollments complete identity verification (photo ID + Microsoft Authenticator)
  • [ ] Submit your tax profilerequired before payout
  • [ ] Set up your payout profile
  • [ ] (Optional) Create and publish an offer — Automatum can also create/sync listings later

Stage 2 · Onboard to Automatum (same for AWS and Azure)

  • [ ] Create your Automatum account (app.automatum.io)
  • [ ] Connect your cloudAWS: deploy the Automatum IAM role via CloudFormation · Azure: connect via Partner Center
  • [ ] Create new listings or sync existing ones
  • [ ] Create your first private offer or report metering
  • [ ] Review analytics & insights

Start here

Begin with Before You Begin — the prerequisites checklist and readiness gate. Don't start Stage 2 until your Stage 1 track is fully checked.

Complete Stage 1

Pick the marketplace you sell on:

Selling on both? Complete each once.

Then Stage 2

Already an approved seller? Go straight to Connect & Go Live.

Need Help?

Contact hello@automatum.io or use the in-app chat — we can help at any step of onboarding.

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