R2 Onboarding & Data Import

Bring Your Existing Records Into R2

Get set up and start working in R2 faster. Data import can be an important part of your onboarding process, helping you bring existing Locations, Assets or Assemblies, and Contacts into your account while preserving supported relationships between your records.

Request Data Import See the Onboarding Process

Create Your Account Bring In Your Records Get Set Up in R2

Getting Started With R2

Onboarding Starts With Building the Right Foundation

Getting started with R2 is more than creating an account. Your onboarding process can include bringing in existing records, configuring your account and settings, and learning how the platform fits into your day-to-day operations.

Locations

Bring over property, facility, customer, or service location records and their supported location information.

Assets & Assemblies

Import existing assets, equipment, and backflow assembly records so important information can continue with you in R2.

Contacts

Bring over customer, property owner, company, or other contact records and connect them with the appropriate records.

Your R2 Onboarding Path

From Account Creation to Working in R2

Every organization will set up R2 a little differently, but these are the core steps that help you move from a new account to a platform that is ready for your team.

Create Your Account

Choose the R2 subscription that fits your organization and create the account that will become the foundation for your records and workflows.

Data Import

Bring In Existing Records

Add records yourself or use R2 Professional Data Import Services to bring existing Locations, Assets or Assemblies, and Contacts into your account.

Configure Your Settings

Set up users, account preferences, operational settings, and the structure your organization needs to begin working effectively.

Explore & Learn R2

Become familiar with the platform, explore the tools available to your organization, and learn how R2 supports your everyday work.

Then Start Working With your account configured and your records in place, your team can begin building connected history and managing work inside R2.

Bringing In Your Data

Professional Import or Do It Yourself

Data import is one part of onboarding, and you can choose the approach that works best for your organization. You are never required to purchase R2 Professional Data Import Services.

Easiest Transition

R2 Professional Data Import

Send your existing data to our team and we will help prepare and import supported records into your R2 account as part of your setup.

Import Locations, Assets or Assemblies, and Contacts
Import related records together
Link supported record relationships during import
Preserve supported organizational relationships
Reduce manual setup during onboarding

$1,000 Minimum Includes up to 2,000 rows

Request Data Import

Add or Import Records Yourself

Prefer to manage this part of onboarding yourself? You can add and import supported records directly into R2 without purchasing professional import services.

Add records individually
Use available self-service import tools
Organize records on your own schedule
Related records may need to be linked manually
Data preparation and organization remain your responsibility

There is no separate R2 Professional Data Import fee when you manage your own record entry or self-service imports.

Create an R2 Account

Why Use R2 Import Services?

Spend Less Time Rebuilding Your Database

Professional import services are especially useful when you already have a large amount of organized data and want to get your R2 account ready without manually recreating and reconnecting every record.

Records Stay Connected Supported relationships can be established during the import instead of rebuilding them manually.

Faster Setup Start working with your existing records sooner instead of entering large datasets one record at a time.

Preserve Existing Data Bring important customer, location, asset, assembly, and contact information into your new R2 environment.

Smoother Onboarding Move from spreadsheets or another recordkeeping system with less administrative setup after your account is created.

Professional Import Process

How R2 Data Import Works

If you choose professional import services during onboarding, our team will work with you to prepare your supported data for a structured transition into R2.

Request Import Services

Submit the form below with information about the records you would like to bring into R2.

Prepare Your Data

We provide guidance for organizing supported data into the required import format.

Review & Approve

Your prepared data is reviewed and confirmed before the final import is completed.

Import & Continue Setup

Approved records are imported into your account so you can continue configuring and learning R2 with your existing data in place.

Import Pricing

Simple Row-Based Pricing

Professional Data Import Services include up to 2,000 rows with the $1,000 minimum. Additional rows are billed at $0.50 per row.

$1,000 includes up to 2,000 rows

$0.50 each additional row

The minimum import-service charge is $1,000 and includes up to 2,000 rows. Rows above 2,000 are billed at $0.50 per additional row.

Get Your Data Ready for R2

Request Data Import Services

Tell us about the records you would like to bring into R2. Our team will follow up with import requirements, data preparation guidance, and the next steps for this part of your onboarding process.

Data Responsibility

R2 Utility imports data based on information provided by the customer. Customers are responsible for reviewing and confirming the accuracy, completeness, and validity of submitted data before final import.