➕ ClickBid Item Setup Guide: Add Items Individually or in Bulk
Follow these steps to create a single auction item:
- Go to the Items tab.
- Click Manage Items.
- Select Add Item.
- Enter all relevant item details (name, value, description, etc.).
To save your Description & Exceptions, be sure to click outside of the content editor box and confirm you see “Data Saved” in the upper right corner of the screen.
If you do not see this message, your changes may not be saved.
⚙️ Important Item Settings
When adding or editing an item, pay close attention to these key settings:
- Status
- Active – Item is available for bidding when the auction is open. If the auction is closed, the item is still viewable in preview.
- Closed – Item is no longer open for bidding but can still be viewed.
- Invisible – Item is completely hidden from the bidding site and preview but remains visible in the Butler (admin view).
- Closing Time
- Determines exactly when bidding ends for the item.
- At this time, the item automatically switches from Active to Closed, and a winning bidder is selected.
- Description and Extras
- Add a clear description and any special notes or exceptions related to the item.
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To save your Description & Exceptions, be sure to click outside of the content editor box and confirm you see “Data Saved” in the upper right corner of the screen.
If you do not see this message, your changes may not be saved.
The Invisible status is helpful for items you’re still preparing or don’t want bidders to see yet.
👥 Adding Donor Information
To associate a donor with an item:
- Navigate to the Donor Information section within the item.
- Click Add Donor.
- Enter the donor’s details.
📥 How to Upload Items in Bulk
If you have multiple items to add, you can save time by using the bulk upload feature:
- Go to the Manage Items page.
- Scroll to the bottom.
- Click Download a Template.
- Fill out the spreadsheet with your item information.
- Upload the completed file back into ClickBid.
⚠️ Bulk Upload Requirements & Limitations
- The system only accepts the specific template provided, other formats will not work.
- Required columns include:
- Item Name
- Item Number
- Description
- Start
If required columns are missing or renamed, the file will not upload successfully.
- Not all columns need to be filled out, but headers must remain intact.
🚫 Donor Limitations for Bulk Upload
- The template allows only one donor per item.
If you need to add multiple donors to a single item, upload the item first, then manually add additional donors within the item or in Manage Donors.
✅ What Happens Next
Once your items are added:
- Active items will appear on your bidding site when the auction opens.
- At the set Closing Time, items automatically close and assign a winning bidder.
- You can manage and update items anytime from the Manage Items page.