Step 3: Map columns

What this step is for

This step maps the columns in your uploaded data to the target asset tape tables you're trying to populate, so the system knows where each piece of data belongs.

How to do it

1. The page shows a tab per target table (e.g. loan, collateral). Map one table at a time.
2. For each row (a target schema field):
   • Open the mapping dropdown on the right.
   • Pick the source column that contains the matching data, or choose Not present if your file doesn't have it.
3. Click any row to open the preview panel — it shows the first 5 sample values from the selected source column, so you can sanity-check the mapping. (The rows are clickable even though it isn't obvious — click anywhere on a row to expand its preview.)
4. Need a column that's specific to your data and isn't in the source files? Click the Add custom column (+) button to define one.
5. Repeat for every tab, then click Next.

Tips

• Optional fields are flagged in their tooltips. Hover a field name to see whether it's optional and to read more detail about what it expects.
• Leaving a genuinely required field unmapped will block the import.
• The preview is your fastest way to spot a wrong mapping (e.g. dates in a name column).