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đź”— Salesforce Integration Primer Via BidKit

Using BidKit, you can connect your Salesforce for Nonprofits account with ClickBid to seamlessly import contacts and export event sales. This guide walks you through the entire process so you're ready before, during, and after your event.

⚙️ Connecting Salesforce to ClickBid

1. Visit https://bidk.it and click Login in the top-right corner.

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2. Enter your ClickBid credentials and click Login.

3. In the left-hand menu, go to Settings > Integrations.

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4. In the top-left corner of the integrations page, click the Salesforce card.

5. Enter your Salesforce Username, Password, and Security Token.

  • Each Salesforce user has a unique Security Token tied to their password.

  • If you don’t know it, you must reset your password to receive a new token via email.

  • You can reset your Security Token from your Personal Settings page in Salesforce.

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The Security Token is sent to your email on file. Without it, BidKit cannot connect to your Salesforce account.

🎯 Choose Auction and Campaign (Optional but Recommended)

Once connected, you’ll be prompted to select:

  • An Auction (optional and only available if you use Auctions for Salesforce)

  • A Campaign (recommended for easier contact lookup)

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Choose a campaign that includes the contacts you want to import into ClickBid. You’ll be able to search your full Salesforce account later if needed.

âž• Importing Salesforce Contacts as Bidders

1. Go to Salesforce Settings > Import Bidders.

2. Use the search bar to locate specific contacts.

3. Select one or more checkboxes next to contacts you want to import.

4. Click the Import Contact button (top right), or

5. Click the blue pancake icon to import one contact at a time.

  • Once imported, a contact becomes unselectable, and the pancake icon disappears.

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Import only contacts with valid email and/or phone numbers. Without them, you won’t be able to communicate with bidders or send welcome messages.

âś… Real-Time Lookup with ClickBid Butler

During your event, use ClickBid Butler to search and import Salesforce contacts in real-time.

1. Type part of the guest’s last name in the Bidder Lookup box.

2. Click Lookup to view results.

  • The top section shows ClickBid bidders.

  • The bottom section displays contacts from your Salesforce account.

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3. Click a contact (e.g., Laura Jordyn) to instantly import and check them in.

4. Enter missing details like phone or email if needed.

5. Once complete, the guest receives a welcome text and can begin bidding.

Use Butler to catch last-minute contacts who weren’t pre-imported or were missing email/phone info.

đź’¸ Exporting Sales to Salesforce

After your event ends, you can export processed sales data to Salesforce.

1. Log in to BidKit with your ClickBid credentials.

2. Go to Salesforce Settings > Export Sales.

3. Choose a Record Type to help map the sales correctly.

4. Select sales to export using checkboxes or the pancake icon.

5. Click Export Sales.

  • BidKit will link these sales to contacts imported from Salesforce.

  • If the contact was added during the event, BidKit will also attempt name matching for linking.

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Only processed (paid) sales can be exported to Salesforce. Make sure all payments are completed in ClickBid beforehand.

đź“„ Where to Find the Exported Sales in Salesforce

Once exported, the sales will appear in the Opportunities section of each contact’s record in Salesforce.

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🧾 That’s It!

You’re now ready to use Salesforce with ClickBid for smoother contact management and faster reconciliation. For questions or support, email us at support@clickbidonline.com — we’re happy to help!

PDF: https://drive.google.com/file/d/0Bx9v5HDX2S0cYUpnRVFyZno1TEE/view?resourcekey=0-CfFP7wxCILugDMqk_YEhyQ