Suger

Create Funding

Apply for AWS partner funding directly from a HubSpot deal using the Suger App — any of the seven AWS funding programs, from Market Development Funds and Proof of Concept to the Migration Acceleration Program and MPOPP Grow.


Overview

Funding is money AWS contributes to the work you do around a deal — a marketing activity, a proof of concept, a migration, or promotional credits for the customer. You apply for it, AWS reviews it, and the approved amount is paid out as cash or as credits.

The Funding tab on the Suger app card is where those applications live. From it you can submit a new funding application against the deal in front of you, and see every application already raised from that deal with its current status.

For the console-side view of the funding lifecycle — what each status means, how approvals and claims progress, and where funding lives outside HubSpot — see Co-Sell Funding.

Availability

Funding in HubSpot is AWS only, and it requires the AWS ACE (Partner Central) integration.

  • If your Suger organization has no AWS integration, the New Funding button does not appear on the card at all.
  • If your AWS connection still uses the legacy AWS S3 API, the button appears but opens an AWS S3 API Deprecated notice instead of the form. Ask your administrator to upgrade to the AWS ACE API.

There is no Azure or GCP equivalent of this tab.

Prerequisites

  • The Suger App must be set up in HubSpot and the Suger app card must be visible on your deal pages. If you haven’t done that yet, see Configuration.
  • Your Suger organization must have an AWS ACE (Partner Central) integration. No product is required.

Create a funding application

You pick the program on the deal, Suger pre-fills the form from the deal, and on submit Suger sends the application to AWS Partner Central and tracks it on the deal’s Funding tab:

  1. Open the deal and click the “Suger” tab at the top of the page.

  2. Click the “New Funding” button. The Create Funding Application panel opens.

  1. Choose a Program Type and a Funding Type. Both are required before the form appears — until then the panel reads “Select a program type and funding type to load the funding form prefilled from this deal.”

    Program TypeFunding Type
    Market Development FundsCash or Credit
    Proof of ConceptCash or Credit
    Migration Acceleration ProgramCash only
    PIF: SCA GenAI Proof Of Concept FundingCash or Credit
    PIF: SCA GenAI Marketing Development FundsCash or Credit
    ISV Workload MigrationCredit only
    MPOPP GrowCredit only

    When a program has only one funding type, Suger selects it for you and the Funding Type field is locked. What each program pays for is covered in Choose a funding program.

  1. Wait for the pre-fill to finish. As soon as both selections are made, Suger maps your deal onto the funding form and a “Previewing from deal…” spinner runs while it does.

    • If part of the deal could not be mapped cleanly, a Mapping warnings alert appears above the form, naming each field and the reason. Check those fields before you submit. A field Suger could not fill at all is simply left for you to complete — no alert is shown for it.
    • If there is no mapping for this program and funding type, a Preview unavailable warning appears and the form opens empty, ready to fill in by hand.
    • Changing Program Type or Funding Type clears the pre-filled values and runs the preview again, so values from the previous selection never leak into the new form.

    HubSpot has its own funding mappings: an admin sets them up in the Suger Console for HubSpot, one per program and funding type, and a Salesforce mapping for the same program does not pre-fill a HubSpot deal. See Create AWS funding from a HubSpot deal.

  1. Complete the form. It is organized into accordions — Funding Request, Opportunity, Project Information, Cash Request or Credit Request, Marketplace Offer, Wallet and Attachment — and shows only the ones your program uses. The Migration Acceleration Program has a layout of its own; see Migration Acceleration Program below.

    Every other program asks for Project Name, Business Description, the partner contact’s First Name, Last Name, Email Address and Job Title, Planned Start Date, Planned End Date, AWS Account ID, Country Activity is Executed and — for a US activity — State(s) Activity is Executed, and takes an Attachment for supporting documents. On top of that:

    ProgramLinked AWS opportunityWalletAlso asks for
    Market Development Funds—RequiredThe WWPS consent checkbox
    Proof of ConceptYes — required—Annual Recurring Revenue (ARR), optional AWS Pricing Calculator URL(s), optional Customer Also Considering
    PIF: SCA GenAI Proof Of Concept FundingYes—Annual Recurring Revenue (ARR), optional AWS Pricing Calculator URL(s), the WWPS consent checkbox
    PIF: SCA GenAI Marketing Development Funds—RequiredThe WWPS consent checkbox
    ISV Workload MigrationYes—Workload Source Being Deprecated, Annual Recurring Revenue (ARR) and its Annual Recurring Revenue Calculation Method
    MPOPP GrowYesOptionalAnnual Recurring Revenue (ARR), Total Contract Value, optional AWS Pricing Calculator URL(s), Customer Also Considering, Workload Name, Project Type, Is this a new service being deployed?, optional Other Notes, the WWPS consent checkbox, and the Marketplace Offer accordion
    • Linked AWS Opportunity ID is pre-filled with the deal’s own AWS opportunity when it has one. The list offers only opportunities at a stage the program accepts:

      ProgramOpportunity stages offered
      Proof of Concept, PIF: SCA GenAI Proof Of Concept FundingTechnical Validation, Business Validation, Committed, Launched
      ISV Workload MigrationLaunched
      MPOPP GrowBusiness Validation, Committed, Launched
      Migration Acceleration ProgramAny stage
    • Wallet lists your organization’s active wallets for that program — Market Development Funds, PIF: SCA GenAI Marketing Development Funds and MPOPP Grow each draw on wallets of their own.

    • Dates. Planned Start Date must be at least 14 days from today and in the current year. Planned End Date must be in the current year, after the start date, and before the 16 December to 1 January blackout.

    • Low ARR. On Proof of Concept and PIF: SCA GenAI Proof Of Concept Funding, an ARR below 10,000 needs an AWS Pricing Calculator URL(s) entry or an attachment of type AWS Pricing Calculator.

    • MPOPP Grow’s Marketplace Offer. Once you pick the opportunity, Suger fills AWS Marketplace Offer - optional with the Marketplace offer linked to that opportunity, and AWS Marketplace Product - optional from that offer. Leave both empty if the opportunity has no linked offer. If the offer list cannot load, the field reads “Failed to load offers — reopen the panel to retry”.

  2. Fill in the Cash Request or Credit Request accordion — see Cash requests and Credit requests below.

  3. Click Submit. Suger confirms with “Funding application submitted!”, returns you to the Funding tab, and the new application appears in the table. If it does not show up immediately, refresh the card. If anything on the form is still invalid, the panel says “Please check and fix the form errors” instead.

Cash requests

Every cash request asks for your Payee Central Account Profile ID — 10 to 13 letters or digits, from your company’s Amazon Payee Central profile. It replaces the Invoice Entity Name, Invoice Remit Country and Invoice Remit Address fields, which are gone from the form, and a cash request cannot be submitted without it. The rest of the accordion depends on the program:

ProgramCash RequestCash Claims
Market Development FundsCurrency and the profile IDOne or more claims, each with MDF Cash Activity Type, Start Date, End Date, Total Cost of MDF Activity, Requested MDF Cash Funding and Number of Projected Leads
Proof of ConceptCurrency, the profile ID, Total Cost of Activity, and optional Partner Contribution and Customer ContributionExactly one claim, with a Start Date and End Date
PIF: SCA GenAI Proof Of Concept FundingAs Proof of Concept, plus Requested Amount — the amount you ask AWS forOne or more claims with a Start Date and End Date, plus optional Expected Revenue Ramp (USD) and Percentage Completion (%)
PIF: SCA GenAI Marketing Development FundsAs PIF: SCA GenAI Proof Of Concept FundingOne or more claims with a Start Date and End Date

Where a program takes several claims, Add Cash Claim adds one, up to 10, and Remove Claim drops one. Claim dates must be in the current year and inside the planned start and end dates.

On a Market Development Funds claim, MDF Funding % is calculated from the amounts you enter and is capped at 50 — you cannot request more than half the activity cost.

Credit requests

ProgramCredit Request
Market Development FundsCurrency, Value Per Code, Number of Codes, Requested Amount (calculated for you), MDF Credit Activity Type
Proof of ConceptCurrency, Total Cost of Project
PIF: SCA GenAI programs and MPOPP GrowCurrency, Number of Codes (at least 1), Value Per Code (USD)
ISV Workload MigrationRequest Credit Amount, in whole numbers

Migration Acceleration Program

A Migration Acceleration Program (MAP) request is always cash, and its form is laid out differently:

AccordionWhat you enter
Migration DetailsMigration Phase — Assess or Mobilize — and Annual Recurring Revenue (ARR), which must be at least 100,000. On Mobilize, a checkbox confirms that over 75% of the servers being migrated are VMs hosted on VMware.
OpportunityLinked AWS Opportunity ID, from opportunities at any stage
Project DetailsProject Name (up to 300 characters), Business Description (up to 5,000), Project Start Date (UTC) — at least 14 days from today and in the current year — and Project End Date (UTC), on or after the start; a 12-digit AWS Account ID, Country and States, optional AWS Pricing Calculator Estimates, and the partner contact
Cash RequestCurrency, Total Cost of Project, Total Amount Requested from AWS (whole numbers) and Payee Central Account Profile ID. The currency and profile ID must match your company’s Amazon Payee Central account.
AttachmentSupporting documents

For what AWS expects on a MAP request, see Migration Acceleration Program requests.

Track applications on the Funding tab

The Funding tab lists every funding application raised from this deal:

ColumnWhat it shows
NameThe project name from the application. Click it to open the application’s details
ProgramThe AWS program the application was submitted under
StatusWhere the application stands, as a tag. If the application has an error, a red exclamation tag sits beside it — hover it to read the message
External IDThe AWS-side identifier for the application
Last UpdateWhen the application last changed

Before you raise your first application, the tab shows “No funding applications — Create one from this deal with the New Funding button.”

Open an application’s details

Click an application’s name to open its details. They are read-only:

  • A failed application leads with the error. An AWS funding application failed alert at the top gives its error message.
  • Overview — Name, Program, Suger Status and AWS Status, External ID, Benefit ID, Catalog, Fulfillment Types, and when the application was created and last updated.
  • Application Details — the fields this program’s application carries, such as the project name, planned dates, country, ARR or migration phase. Fields the application does not use are left out.
  • Cash Request with a Cash Claims table, or Credit Request.
  • Approval — where the application stands in your organization’s funding approval workflow, when one applies: its status, decision date and message.
  • Partner Contact, Associated Resources (the AWS opportunity or wallet the application is linked to) and Attachments.

Once an application is submitted, the Suger Console is where you follow it through review, approval, and claims — see Co-Sell Funding. The HubSpot card shows the status and the details; the console holds the full lifecycle.

Troubleshooting common issues

IssuePossible causeResolution
No New Funding button on the Suger cardYour Suger organization has no AWS integrationFunding is AWS-only. Confirm an AWS integration exists in Suger Console → Settings → Integrations
New Funding opens an AWS S3 API Deprecated noticeThe AWS connection still uses the legacy AWS S3 APIContact your administrator to upgrade to the AWS ACE (Partner Central) API
The form does not appear after opening the panelProgram Type and Funding Type have not both been selectedSelect both. The form is only built once the program and funding type are known — a program with a single funding type selects it for you
Preview unavailable warning after choosing the programNo HubSpot funding mapping exists for this program and funding type, or the preview could not runFill in the form by hand, or ask your admin to add a HubSpot mapping for that program and funding type
Mapping warnings alert appears above the formPart of the deal could not be mapped cleanly onto the funding applicationCheck each field named in the alert and correct it by hand before submitting
Fields are blank — nothing pre-filled from the dealNo HubSpot funding mapping for this program and funding typeMappings are set per CRM, program and funding type, so a Salesforce mapping does not pre-fill HubSpot. Ask your admin to configure one — see Create AWS funding from a HubSpot deal
The opportunity you want is not in Linked AWS Opportunity IDIts stage is not one the program acceptsThe list shows only opportunities at an eligible stage — see the stage table in step 5
The Wallet list is emptyYour organization has no active wallet for this programSee Monitor wallets and purchase orders
A red exclamation tag sits next to an application’s statusThe application failed or carries an errorHover the tag to read the message, or click the application’s name to open its details
A submitted application is not in the Funding tabSync between Suger and HubSpot is delayedRefresh the card after a few minutes, then confirm the application exists in the Suger Console

Frequently Asked Questions

Do I need a product in Suger to apply for funding?

No. Funding is the exception on this card — offers and resale authorizations are built on a product, but a funding application is built on the deal plus your AWS ACE integration. You can apply for funding even if you have no products set up.

Can I apply for funding on an Azure or GCP deal?

No. Funding on the Suger card is AWS-only. The New Funding button does not appear unless your organization has an AWS integration.

What is the difference between Cash and Credit?

A cash request is tied to your company’s Amazon Payee Central account — AWS takes the invoicing details from that profile — so every cash program asks for its Payee Central Account Profile ID instead of invoice fields, and Market Development Funds cash claims also carry projected leads. A credit request asks for promotional credits instead: Market Development Funds, both PIF: SCA GenAI programs and MPOPP Grow ask for a number of codes and a value per code, ISV Workload Migration asks for a credit amount, and Proof of Concept for the total cost of the project. Not every program offers both — the Migration Acceleration Program is cash-only, and ISV Workload Migration and MPOPP Grow are credit-only.

Why is the MDF Funding % capped at 50?

AWS funds up to half the cost of an MDF activity. The field is calculated from the activity cost and the amount you request, and it will not go above 50 — if it does, lower the requested amount or raise the total activity cost.

Where do I track the application after submitting?

In the Suger Console. The Funding tab in HubSpot shows the current status and the AWS external ID, and clicking an application’s name opens its details, including any error; the full review, approval, and claim lifecycle lives in the console — see Co-Sell Funding.

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