Migrating from Cvent to Easy RFP: A Respectful, Practical Guide
When this migration makes sense (and when it doesn't)
Quick answer (40–60 words): Cvent → Easy RFP is the right move if you're using <30% of Cvent's modules, your scope has narrowed to sourcing/RFPs, your team is boutique-to-mid-market (≤20 seats), and you want transparent published pricing. It's the wrong move if you actively use Cvent SMM, Passkey, OnArrival or attendee experience modules — Easy RFP does not replace those.
Cvent is a strong enterprise platform. We say so openly. The migration question isn't "is Cvent bad?" — it's "is your scope still enterprise?" Many boutique agencies that signed up for Cvent SMM five years ago genuinely outgrew their need for the suite as their scope tightened to sourcing-only. That's the case where migration helps.
Step-by-step migration mechanics
Quick answer (40–60 words): Cvent → Easy RFP migration in 7 steps: (1) export hotel database from Cvent (CSV), (2) export active RFP templates and historical RFPs (CSV/PDF), (3) import hotels into Easy RFP via the bulk-upload screen, (4) re-create or import RFP templates, (5) re-create active RFPs, (6) train team in onboarding session, (7) parallel-run for one cycle, then cut over.
Step 1: Export your data from Cvent
- Hotel database (CSV)
- Active RFP templates (use Cvent's export-template function)
- Historical RFPs (PDF for archive; CSV if structured data available)
- Vendor contact list (CSV)
Cvent's data-export functionality is documented in their support portal. If you have an active CSM, ask them to facilitate — it's a normal request and shouldn't be friction.
Step 2: Clean and prepare data
- Standardize hotel names (remove duplicates)
- Verify email addresses (run a deliverability check)
- Tag hotels by city / region / type
- Remove stale contacts (anyone you haven't worked with in 24+ months)
This step often takes longer than the import itself. Plan 1–2 days for a moderate dataset (200–500 hotels).
Step 3: Bulk import into Easy RFP
- Easy RFP's bulk import screen accepts CSV with our standard header schema
- Documentation: /docs/import-hotels/
- Typical time: 30–60 minutes for 500 hotels
Step 4: Re-create RFP templates
- Easy RFP has a template builder
- Most teams have 3–8 active templates (one per event type — board meeting, SKO, incentive, etc.)
- Time: 2–4 hours
Step 5: Re-create active RFPs
- Any RFPs still in flight on Cvent should either complete on Cvent or migrate carefully
- We recommend completing in-flight RFPs on Cvent and starting new ones on Easy RFP — minimizes mid-stream disruption to vendor relationships
Step 6: Team training
- Easy RFP onboarding: 30–60 minutes for the core team
- We provide a guided onboarding session for migrating teams
Step 7: Parallel-run one cycle, then cut over
- Run one full event cycle on both platforms
- Compare outputs (proposals received, comparison views, contracts signed)
- Cut over fully once parallel-run validates
Realistic timeline
Quick answer (40–60 words): A typical Cvent → Easy RFP migration for a boutique agency takes 5–10 working days end-to-end: 1–2 days data export and cleaning, 1 day bulk import, half-day template setup, 1 day team training, 5–7 days parallel-run, then cut-over. Larger teams or more complex datasets may extend to 3–4 weeks.
What you'll lose (we'll be honest)
Quick answer (40–60 words): Switching from Cvent to Easy RFP, you lose: full event-management modules, attendee experience tooling, OnArrival check-in, Passkey room blocks, and Cvent's larger Supplier Network reach. If you actively use any of these, migration may not be the right move. If your scope is sourcing/RFPs only, you won't miss them.
What you'll gain
Quick answer (40–60 words): What you typically gain: transparent published pricing (€0–€149/mo), simpler self-serve admin, faster onboarding for new team members, multi-language proposal handling, and a planner-aligned business model (hotels never pay). For boutique scope, the proportionality usually feels lighter.
FAQ
Q: Will Cvent let us export our data? A: Yes. Data export is standard practice. If you encounter friction, escalate via your CSM.
Q: Can we keep our hotel relationships during migration? A: Yes — your hotel contacts and RFP history are yours, not the platform's. You move them with you.
Q: What about active RFPs in flight? A: We recommend completing in-flight RFPs on Cvent and starting new ones on Easy RFP. Vendors don't notice tool changes; they notice email-thread disruptions.
Q: How much does Easy RFP charge for migration? A: For self-serve plans (Free, Pro, Team) — €0. Self-serve CSV import. For Enterprise migration with custom data shapes or integrations, included in onboarding.
Q: Can we go back to Cvent if Easy RFP doesn't work out? A: Yes. Easy RFP exports all data as CSV/JSON, free, any time. We'd rather earn your stay than trap you.
Sources
- Cvent data export documentation (in their support portal — accessible to existing customers)
- Easy RFP import documentation — /docs/import-hotels/
- Easy RFP published pricing — /pricing/
CTA
If you've outgrown Cvent's scope and want a respectful migration path, start a free Pro trial or book a migration consult.