- The choice between using the Portal UI and the Data Loader for User-Defined Attribute (UDA) management depends on your workflow, the volume of records, and the type of assignments you need to make.
- If you are managing UDAs for suppliers or sites already shared with Resilinc, or assigning UDAs to new entries from assessments, the Portal UI is recommended. This interface allows you to efficiently review, select, and update records individually, making it ideal for targeted changes where manual oversight is important.
- For bulk updates—such as scheduled assignments or large imports—the Data Loader (using CDIF/SFTP uploads) is the preferred tool. It streamlines the process for managing numerous UDAs at once, ensuring consistency and saving time with automated file-driven updates.
- In more dynamic scenarios, you can select either method based on your preferred workflow. However, if you rely on Data Loader for bulk imports, it’s advisable to disable overlapping UI import features to maintain data accuracy and prevent conflicts.
- For a quick reference, here’s a summary table outlining which method to use for different scenarios:
| Scenario | Recommended Method |
| Adding UDAs for suppliers/sites shared with Resilinc. | Portal UI |
| Assigning UDAs to new suppliers/sites from assessments | Portal UI |
| Bulk UDA assignments through scheduled file uploads | Data Loader (CDIF/SFTP) |
| Dynamic management based on preferred workflow | Either, with UI import disabled when using Data Loader |
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