🔀 Merging Bidders in ClickBid
Sometimes two bidders end up with separate records — maybe they registered twice or used different emails. 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
-
Go to Bidders > Manage Bidders in your admin menu.
-
Check the boxes next to the two bidder records you want to merge.
-
When both are selected, a Merge button will appear — click it.
-
Review the bidder details and make any necessary changes.
-
If both bidders have credit cards on file, only the card from the bidder you choose to keep will be saved.
-
You’ll be asked to confirm which bidder number to keep.
-
-
We recommend keeping both email addresses and phone numbers when possible.
-
This ensures both individuals continue receiving outbid texts and email receipts.
-
-
Click Confirm Merge to finalize the action.
-
Your newly merged bidder will now appear in the list.
⚠️ Important Notes
-
Merges are permanent. Once confirmed, they cannot be undone.
-
Bidders are not notified when their records are merged.
If appropriate, you may want to personally notify the bidders.
Double-check all information before confirming the merge.
✅ Example Scenario
Let’s say a couple registers separately but bids together. You can merge their records, keep both phone numbers, and ensure they continue getting alerts without duplicate charges or confusion.