Spreadsheet-to-Credentialing Migration Guide
Move from manual tracking to a live credentialing workflow without losing applicant context.
Built for credentialing
- Branded media and creator applications
- Approve, decline and waitlist workflows
- QR-coded badges and mobile check-in
- Client status boards and private uploads
Prepare the spreadsheet
Before migrating, clean duplicate rows, normalize status values and decide which columns should become application fields.
- Remove duplicate applicants
- Standardize status values
- Separate press and influencer-specific fields
- Identify missing contact or outlet information
Rebuild the workflow
Set up event details, application fields, credential types, reviewer permissions and check-in processes in Event Credentialing Pro.
- Map spreadsheet columns to application fields
- Create credential types and access levels
- Assign reviewer roles
- Test one applicant before importing or re-entering the full list
Launch with confidence
After migration, use status dashboards, applicant records, QR badges and check-in history instead of scattered spreadsheet tabs.
Recommended next step
Pick one upcoming event as the migration pilot, keep the old spreadsheet read-only, and run the new workflow from application review through check-in.
Media credentialing software for live events
Media credentialing software for event teams that need branded applications, approval workflows, QR badges and on-site check-in.
Event Credentialing Pro vs Cvent
Compare Event Credentialing Pro and Cvent for teams deciding between event registration software and media access approval workflows.
Application form guide
Field-by-field guidance for press and creator credential applications.