No — here's what happens and what you need to do.
When you upgrade to Pro, OuterSignal automatically runs a 7-day backsearch — no action needed on your part. You'll see your last 7 days of orders start enriching immediately.
Everything before those 7 days — your weeks, months, or years of order history — does not get pulled in automatically. Pulling in additional history is a Pro and Enterprise feature, and you're in control of how far back you go. On Pro, you run it yourself from your dashboard. On Enterprise, it isn't self-serve — reach out to your CSM or [email protected] and they'll run it for you.
Why choose how far back to go?
The further back you pull, the more customer data OuterSignal has to work with — and the richer your Personas become. Brands that pull 12+ months of history tend to see more defined, accurate Persona clusters, which means better segmentation in Klaviyo, sharper Meta Lookalike Audiences, and more targeted email campaigns.
You decide what makes sense for your business. A 3-month pull gets you up and running quickly. A 12-month or all-time pull gives your Personas the fullest possible picture of who your customers really are.
Backsearch is charged at $0.03 per unique customer in your selected date range.
How to pull in your historical data
Go to Settings → Data Sources, find your Shopify channel, and click Edit to open Edit Data Source Settings
Click New back search
Choose your start date — bounded by your oldest order and how far we're already covered
Click Estimate to see your exact new-customer count and cost, then click Run Back Search
📖 Full details, processing times, and what to do while you wait: Can you pull historical customer data?
Not on Shopify?
Historical data for WooCommerce, Magento, or other platforms is pulled via CSV upload or API — not through Settings → Data Sources.
Need help? Reach out at [email protected] or use the chat in the bottom right corner of your dashboard.