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Using Zapier to Get Data Out of ClickBid

This integration allows you to sync Bidders, Items, and Sales data automatically. NOTE: It is important to set up your sync early, as existing data may not sync after the initial setup.

This guide provides a step-by-step walkthrough for setting up an automated sync between your ClickBid events and other third-party applications using Zapier. This integration allows you to sync Bidders, Items, and Sales data automatically. It is important to set up your sync early, as existing data may not sync after the initial setup.

👋 For a visual slideshow walkthrough, click here.

Step 1: Create a New API Event Token in ClickBid

  1. Navigate to API Settings within your Event or Organization admin panel in ClickBid.
  2. Press the Create Token button.
  3. Crucially, Zapier requires an Event token, not an Organization token. Select the specific event you wish to integrate to continue.
  4. Name Your Token and press Update Token.

Step 2: Secure Your API Token

  1. The next screen will display your newly created API Token.
  2. Copy the entire token and save it in a secure location. This token will not be shown again.
  3. You will need both your copied API Token and your Event ID to connect Zapier to ClickBid.

Step 3: Create a New Zap in Zapier

  1. Log in to your Zapier account and click to Create a new Zap to start building your sync workflow.

Step 4: Set ClickBid as the Trigger Application

  1. Select the Trigger step and search for ClickBid.
  2. ClickBid will be your trigger application.
  3. Choose the blue Select button and then the Connect a new account option to activate your Event.
  4. Enter your Event ID and the API Token you saved in Step 2 to connect the accounts.

Step 5: Pick a ClickBid Trigger

  1. You can select one of the available trigger types: Items, Bidders, or Sales.
  2. Choosing a trigger will cause new data of that type (e.g., a new sale) to be sent to your connected account as it occurs in ClickBid.

Step 6: Test Your ClickBid Trigger

  1. To ensure the connection is working, you may need to generate sample data in ClickBid (e.g., add a bidder, create an item, or complete a sample sale).
  2. Check for test data to appear in Zapier. Verify that the returned data contains the information you expect.

Step 7: Add an Action (Destination)

  1. Add an Action step to your Zap, which is the destination application that will receive the data from ClickBid/Zapier.
  2. For example, this step could use Google Sheets to create a new row for each new sale from ClickBid.
  3. Connect to Your Destination Application using the proper credentials.

Step 8: Map Your Data Fields

  1. For any available data from ClickBid, you have the option to map it to the corresponding fields in your destination application. This is a one-by-one operation.
  2. Use the / character in the field mapping tool to view a list of available fields from ClickBid.
  3. Once all fields are mapped, press Continue to proceed to the test phase.

Step 9: Run a Final Test and Publish

  1. Run a Test to verify that the data syncs properly with your destination application. Double-check the destination to confirm the data has arrived.
  2. Publish Your Zap to activate the automation. Look for the confirmation message.
  3. You can verify the status of your Zaps by returning to the home screen and pressing Zaps to see the list of active workflows. You can also view the zap history to ensure it is working and sending data correctly.