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How to Request an Auction Item and Sponsor Bulk Upload

In this article, we will provide you with a guide on how to request auction items and sponsor bulk upload.

Step 1. Enable Your Auction and Check Your Auction Settings

Before submitting a bulk upload request, make sure your auction is enabled and your settings are complete. Bulk uploads cannot be processed for disabled auctions.

  1. In your Builder, navigate to Silent & Live Auctions in the sidebar.
  2. Toggle on Enable Auctions.
  3. Go to Auction Settings to confirm your auction start and end dates are correct.
  4. Click Publish Changes.

Step 2. Make a Copy of the Bulk Upload Template

You cannot use your own template, please download one of the following templates:

All mandatory fields are bolded within the template.

Important Notes:

  1. Do not change the header titles or add extra columns.

  2. No other information can be uploaded aside from the columns in the template. You will need to manually add anything else (such as images, email attachments, additional fees, etc).

  3. We cannot bulk upload images.

  4. If your item description is a list of different items, please make sure that you use numbers or bullets to list the items.

  5. Sponsors can only be linked to one item.

  6. Any text formatting will not upload (e.g. making text, bold, italic, hyperlinked, etc.)

  7. We can only do new bulk uploads and we cannot bulk edit existing items.

  8. If you are running an auction in British Columbia, you must use the British Columbia template with PST values. We will not accept the regular template - these columns are required.

Step 3. Fill Out the Template

If you do not follow the format, your file will encounter an error and we will return your file for you to fix.


Auction Items Template Fields

Field Name Description Mandatory?(Cannot be left blank)
Offering Type Please exactly type either of the following:
  • Silent Auction Listing
  • Live Auction Listing
Yes
Listing Name Recommended character is but not limited
to 40. Refer to below accepted special character only
Yes - Text format
Listing ID This is your item number. You may use S-1, S-2, S-3 or just 1, 2, 3,.. Yes - Text format
Minimum/Starting Bid This is the minimum starting bid amount. Yes - Number format

*If you do not have the info just enter $1
Minimum Bidding Increment This is the minimum bidding increment amount. Yes - Number format

*If you do not have the info just enter $1
Item Value Title This field is displayed before the monetary value amount. Please choose one of the following:
  • Retail Value
  • Value
  • Estimated Value
  • Priceless
Optional - Text format
Monetary Value of Item This is your item's retail or market value.  Optional - Number format
Item Description Recommended character is but not limited
to 250.
Yes - Text format

*If you do not have the info just enter "TBD"
Tags/Categories Tags/Categories can be "Gift Cards", "Experience", "Dining", etc.

If an item has multiple tags, please use a comma then a space as the separator. For example

Experience, Travel
Optional - Text format
Purchase Price If you allow your participants to buy out your item right away this is where you indicated the buy now price. Optional - Number format
Pickup Information Recommended character is but not limited
to 250. 
Optional - Text format

 

BC Only Auction Items Template Fields

 

Total Fair Market Value (BC ONLY) The fair market value of the entire auction item. Used to calculate PST and is mandatory in British Columbia.

Yes - Number format.

*Cannot be "0"

Liquor Fair Market Value (BC ONLY) If there is liquor, the fair market value of the liquor portion of the item. 

Yes - Number format.

*Enter "0" if no liquor

Accommodation Fair Market Value (BC ONLY) If there is BC- based accommodation, enter the fair market value of the accommodation portion of the item.

Yes - Number format.

*Enter "0" if no accommodation.

Non-Taxable Values(BC ONLY) The value of any non taxable parts of this auction item. Amount will be exempt from PST calculations in British Columbia.

Yes - Number format.

*Enter "0" if no accommodation

Municipal and Regional District Tax (MRDT) (BC ONLY)

If the BC-based accommodation is located in an area with MRDT, select the rate. Use BC's MRDT Map to find the rate.

Values can only be:

  • 0

  • 2
  • 3
  • 5.5
Yes - Number format. 


Auction Sponsors Template Fields

Sponsor Title You may indicate here "Sponsored by:", "Donated by:" or if it's an art piece donated by an artist you may use "Created by:" Yes
Sponsor Name The name of the sponsor  Yes
Sponsor Website The website URL of the sponsor Optional
Sponsor Description A short description of the sponsor Optional
Auction Item Number The listing number of the item this sponsor donated(first column from your auction item bulk upload template) Yes


Step 4. Save your File

Name your file using the formats below so our team knows which fundraiser it belongs to:

  • Auction Items Bulk Upload <insert your fundraiser name>.csv
  • Auction Items Sponsors Bulk Upload <insert your fundraiser name>.csv

Step 5. Submit Your Auction Item and Sponsor Bulk Upload Request Form

Fill out your Auction Item and Sponsor Bulk Upload Request form. The form can be found here.

Please note bulk uploads have a two business days turnaround time.

FAQ:

What special characters can I use?

We recommend sticking to letters, numbers, and hyphens.

Can I update my auction items after the bulk upload is complete?

Yes, you can make any changes necessary to your auction items in your Builder after the bulk upload is complete

Can I reorder my auction items after the bulk upload is complete?

Yes, use the 6-dot drag handle in your Builder to reorder auction items in your Builder.

Can I change the Listing ID after the bulk upload is complete?

Yes, you can update the Listing ID at any time in your Builder after the bulk upload is complete.

What will my auction items look like on Trellis?

Here's what your auction items will look like on Trellis:
 

We also have a video that can walk you through how to request an auction bulk upload:

 

Did this answer your question? If not, please vote no on this article and reach out to our Product Engagement Team at support@trellis.org - we would be happy to assist.