Asset tape creation

A step-by-step walk-through for importing an asset tape into a project. The wizard has four steps: Upload → Relations → Map columns → Preview. You can save and exit at any point and resume later.

Start at: Prepare → Project → Asset tape, then click Add data connections (or Resume if an import is in progress).

The four steps

1. Upload or connect data — get your raw data tables into the project.
2. Relations between tables — tell the system how your tables join together.
3. Map columns — match each source column to a target schema field.
4. Preview import — review the transformed data and commit.

The assistant panel (Tangie)

Every wizard step has an assistant panel on the right (open it with the sparkle button if it's collapsed). Ask it anything about the current page, your uploaded files, your column mapping or table relations — it reads your actual project data, so answers like "what columns are in loans.csv?" come from your real file. While it works, a grey activity line (e.g. "Searched the knowledge base" or "Looked at 'loans.csv'") shows what it's doing — click the line to expand each lookup, and click a lookup to see exactly what was read.

You have one conversation per project. It follows you between wizard steps and survives a reload, so you can pick up where you left off; leave it alone for about half an hour and the next visit starts a fresh one. New chat starts a fresh conversation straight away — the previous one is kept, not deleted.

If you have the same project open in two tabs, both share that one conversation. Start a new chat in one tab and the other will say the conversation was continued elsewhere and switch to the newer one; anything you had typed but not sent stays in the box, so you can send it again if it still applies.

Saving, resuming and exiting

• The wizard tracks your current step. Closing the tab and returning later picks up where you left off.
• The X in the header offers Save & exit (keep your work) or Discard & exit (drop the in-progress mappings).
• On the asset tape landing page, an in-progress import shows Resume and Start again buttons. Start again restarts the wizard from the beginning, but files you already uploaded remain available — you don't have to upload them again.

Quick reference

Step	Key action	What you'll see while it runs
1. Upload	Drop CSV/ZIP files	Per-file status (Uploading… / Validating…). On Next, "Analysing table relationships…" (~1 min)
2. Relations	Review suggested joins, add your own	On Next, "Creating data mapping…" (~1 min)
3. Map columns	Match source → target columns	—
4. Preview	Review and Import	Transformed table preview