Sometimes, one bidder ends up with two separate records. ClickBid allows you to easily merge these duplicate bidder profiles into one clean record, keeping your data accurate and your reporting tidy.
⚙️ How to Merge Two Bidders
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Go to Bidders > Manage Bidders in your admin menu.
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Check the boxes next to the two bidder records you want to merge.
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When both are selected, a Merge button will appear, click it.
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Review the bidder details and make any necessary changes.
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If both bidders have credit cards on file, only the card from the bidder you choose to keep will be saved.
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You’ll be asked to confirm which bidder number to keep.
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We recommend keeping both email addresses and phone numbers.
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This ensures both individuals continue receiving outbid texts and email receipts.
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Click Confirm Merge to finalize the action.
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Your newly merged bidder will now appear in the list.
⚠️ Important Notes
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Merges are permanent. Once confirmed, they cannot be undone.
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Bidders are not notified when their records are merged.
If appropriate, you may want to personally notify the bidders.