A Definitive Testing Checklist After Upgrading to Magento 2

Upgrading your Magento eCommerce Store to Magento 2 can be quite a challenging task. With each website implementing an array of Plugins, ensuring an error-free shopping experience after the upgrade, is of paramount importance. To have a structured testing process, the upgrade testing can be split across three environments namely QA, Staging, and Live servers.

Key Points For Testing after Magento 2 Upgrade

Prepare a comprehensive test checklist which should cover the overall features of the website along with:

Front-end functionalities.
Business scenarios specific to the site.
Magento admin.
Third-party Integrations.
Verification of Automated regression scripts and updates.

Checklist for Testing after Magento 2 Upgrade

Front-end

Make the test scenarios up to date with the site’s latest functionality.

Do Sanity testing of the complete website to identify broken links and functionalities.

After upgrading to Magento 2, check the end user’s workflows to ensure that the user experience isn’t affected:

Access the site.
Add Product to the bag.
Check shopping bag.
Edit the item.
Update the quantity.
Update shopping bag.
Go to checkout.
Test the different checkout flows.
1. Guest Checkout.
2. Checkout as an already existing, Registered user.
3. Checkout as a New user.
4. Place an order with different payment methods available on the site. (Credit card, PayPal, Gift card etc.,)
Check the tax calculation.
Check the shipping methods and shipping amount.
After placing the order, verify if the invoice has been created.
Next step of invoicing is shipments.
After shipment, check the RMA process. Return/exchanges credit memo should be created.
Order cancellation scenario – When the product is out of stock or due to any unavoidable reasons. Another scenario is the user calling the customer support and cancelling the order.
Check the transaction mails for the below actions:
1. User registration.
2. Forgot password.
3. Order confirmation.
4. Shipment creation.
5. In case of RMA return/exchange, a credit memo will be created.
6. In case of cancellation scenarios, a credit memo will be created and the amount will be refunded.
7. Wishlist
Check the CMS pages/blocks.
Email Subscription.
Contact us.
Compatibility Testing. (Device/Browser)
Regression Testing.

Defects are sometimes tricky and invisible, don't let the customers catch them.
A dedicated testing team can handle the post-upgrade defects better.

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Business scenarios specific to site

Check the customization features specific to the site. For example, the sale promotion strategy differs from one site to other. It should work seamlessly exactly like it was with Magento 1.
Sale promotion rules should be defined.
URL of Catalog, product pages should match M1 site.
Verify SEO metadata, canonical tags, and description by checking view page source.

Admin

Admin URL should be obfuscated. This is as per the Magento EQP standard.
Check the import processes.
1. Product
2. Inventory
3. Tax
Reports

Third party integrations

Check the third party integrations which handle the functions like

ERP
Product feeds
Tracking Pixels
Custom modules

Verification of Automated Regression scripts and updates

Upgrade will impact automation scripts, so run the scripts and based on the results, update the scripts. Re-run the scripts and share the results with stakeholders.

In few instances, we have noted that having a dedicated testing team for the upgrade helps to find out defects that were invisible to the developers. A Magento Upgrade should upgrade the overall experience of the customer.

Hope you found the checklist useful. Eager to know your comments and feedbacks.