How to retain From and To details in rolled-up transactions

How to retain From and To details in rolled-up transactions

Configure rollup rules so From and To addresses appear in the top-level rolled-up transaction

Introduction

When rollup rules are enabled, transactions that meet the rule criteria are combined and shown as one single transaction in the table. By default, the From and To addresses or contacts may not appear directly in the rolled-up row. This guide explains how to configure the rollup rule so that From and To details are retained and visible in the top-level transaction.

Before you begin

This setting must be configured inside the rollup rule

Changes apply going forward
Historical rolled-up transactions require reprocessing
There is no automatic retroactive update

Step 1: Enable rollups when creating or editing a wallet

Navigate to Wallets -> Create Wallet
Enter:

Network
Wallet name
Wallet address
Select the checkbox to enable rollups
Click Create New Rule to configure the rollup rules

This opens the Rollup Configuration section.

Rollup configuration overview

Rollup Configuration Name

A name for your rule. This is for identification only.

Rollup Cadence

Options:

Hour
Day
Month

This determines how often transactions are grouped. For example: Hour → transactions are combined per hour

Day → transactions are combined per day

Month → transactions are combined per month

The grouping happens based on the selected Rule Characteristic.

Rule Characteristic

This defines which types of transactions the rule applies to. Examples include:

Incoming Native
Incoming Token
Outgoing Native
Outgoing Token
Only Fee
All

If “All” is selected, all transaction types are eligible for rollup. If a specific type is selected, only those transactions are grouped.

Transaction Type Label

This adds a suffix to help identify the rolled-up transaction type. Example: If the label is REVENUE, the transaction ID may appear with .REVENUE. Only underscores, dashes, and alphanumeric characters are allowed.

Handling Method

To retain From and To details in the rolled-up transaction row, select: rollupFromTo This ensures: From and To values are retained
They appear in the top-level rolled-up transaction

Timestamp Rounding

This controls how the timestamp is assigned to the rolled-up transaction. For example: End-of-period assigns the transaction timestamp to the end of the selected rollup cadence period. Start-of-period assigns the transaction timestamp to the start of the selected rollup cadence period.

Advanced options

These settings are optional and allow further filtering. Date Range (Optional) If set, the rollup rule applies only to transactions within this date range. If left blank, the rule applies to all eligible transactions.

To / From Addresses (Optional) You can:

Enter specific addresses (comma separated)
Select “Separate by Involved Accounts”

Separate by Involved Accounts:

Rolls up transactions individually per address
Keeps each address grouped separately

If addresses are entered, the rule only applies to transactions involving those addresses.

Metadata (Optional)

You can add metadata conditions to narrow down which transactions are rolled up. This allows rollups to apply only when certain metadata values are present.

Applying changes to historical rollups

If setting this up for the first time New rolled-up transactions will display From and To details automatically.

If rollups already exist Existing rolled-up transactions will not update automatically.

To update historical rollups:

Uncombine existing rollups
Edit the rollup rule
Set Handling Method to rollupFromTo
Reprocess the rollups

Reprocessing is required for past rolled-up transactions to reflect the updated configuration.

How to confirm it is working

After saving: Review new rolled-up transactions
Confirm From and To appear in the top-level row
If updating historical rollups, reprocess and verify

Need Help? This article is designed to cover rollup rules in detail.

If you have any questions:

Contact your account manager, or Email us at [email protected] Our team will respond as soon as possible and help address your questions