---
title: "Configuring Equipment Import Settings"
slug: "configuring-equipment-import-settings"
updated: 2026-08-10T20:15:21Z
published: 2026-08-10T20:15:21Z
canonical: "help.idibilling.com/configuring-equipment-import-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Equipment Import Settings

The IDI platform uses information in the Equipment Import Settings table to convert your text files to a valid XML file for import. The XML equipment import file is then used to import the equipment inventory information into the solution. Each Equipment Import Group is used to specify the following:

- Format of the text file name.
- Name of the inventory the equipment will be imported into.
- Equipment owner of the imported equipment.
- User name to be associated with the imported equipment.

To add this information:

1. From the Applications menu, select **Inventory Management > Equipment Import Settings**. This opens the Equipment Import Settings window

**(Show picture)**

![EquipmentImportSettings](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70968.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A44Z&se=2026-11-14T12%3A11%3A44Z&sr=c&sp=r&sig=G3WoZ8keCxoj9yZPXJV2OExEOB%2BjsCFKwxC0GusrblQ%3D)

| General Settings |
| --- |
| Allow Duplicate Equipment Files | Indicates whether or not the import process checks if the file based on the file name has already been processed. |
| Notification Email(s) | Email address(es) of those to receive an email containing errors. > [!NOTE] > Note: > > Emails are sent only if Notify on Error is enabled |
| Equipment Import Groups |
| ID | Unique identifier for the Equipment Import Group. This ID is generated by the system. |
| Name | Name of the Equipment Import Group |
| Enabled | Indicates whether or not the file for this group should be processed. |
| File Name Format | Format of the file name to be imported. An asterisk (*) represents any number of characters. A plus sign (+) represents one character. |
| Notify On Error | Indicates whether or not a notification should be emailed to the address(es) entered in the Notification Email(s) field if errors occur during import. |
| Inventory | During Equipment Import File Generation, all of the records are created using this Inventory. |
| Owner | During Equipment Import File Generation, all of the records are created using this Equipment Owner. |
| User ID | User name to be associated with importing the inventory |

1. Right-click in the Equipment Import Groups section and select **New**.

**(Show picture)**

![AddEquipmentImportGroup](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70971.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A44Z&se=2026-11-14T12%3A11%3A44Z&sr=c&sp=r&sig=G3WoZ8keCxoj9yZPXJV2OExEOB%2BjsCFKwxC0GusrblQ%3D)
2. Enter the appropriate information and click **Save**.