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➕ ClickBid Item Setup Guide: Add Items Individually or in Bulk

Follow these steps to create a single auction item:

  1. Go to the Items tab.
  2. Click Manage Items.
  3. Select Add Item.
  4. Enter all relevant item details (name, value, description, etc.).

⚙️ 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.

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:

  1. Navigate to the Donor Information section within the item.
  2. Click Add Donor.
  3. 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:

  1. Go to the Manage Items page.
  2. Scroll to the bottom.
  3. Click Download a Template.
  4. Fill out the spreadsheet with your item information.
  5. 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.