Magento Upgrade Checklist – Complete 2025 Pre & Post Upgrade Guide

 

A Magento upgrade can break themes, extensions, checkout, APIs, and even the admin panel if not planned properly.
This 37-step Magento Upgrade Checklist ensures a safe, stable, and error-free upgrade to Magento 2.4.7 (or any version).

Bookmark this page before upgrading.


If you prefer a done-for-you upgrade, check our
👉 Magento Upgrade Service


WHY YOU NEED A MAGENTO UPGRADE CHECKLIST

Magento upgrades fail mainly due to:

  • Incompatible extensions
  • Deprecated custom modules
  • Theme conflicts
  • PHP/OpenSearch version mismatch
  • Poor testing
  • Missing backups

This checklist prevents exactly those issues.


🟦 SECTION 1 — Pre-Upgrade Checklist (Before You Touch Anything)

This is the most important part.
Skipping pre-checks causes 90% of upgrade failures.


1. System & Server Readiness

✔ Check PHP version (Magento 2.4.7 requires PHP 8.2)
✔ Check MySQL/MariaDB version
✔ Ensure Elasticsearch → OpenSearch migration readiness
✔ Check Composer version
✔ Confirm enough disk space (minimum 10–15 GB free)
✔ Update hosting stack if needed


2. Create Full Backups (Non-Negotiable)

✔ Database backup
✔ Code backup
✔ Media backup
✔ env.php & config.php backup
✔ Store backup on external location (Drive/S3/github)


3. Audit All Extensions

✔ List every installed module
✔ Check version compatibility with Magento 2.4.7
✔ Note extensions needing subscription renewal
✔ Identify extensions that must be replaced
✔ Disable unused/outdated modules (saves cost)


4. Theme Compatibility Check

✔ Identify if theme supports 2.4.7
✔ Check for custom theme overrides
✔ Clone theme folder before upgrade
✔ Verify JS/CSS libraries for compatibility
✔ Check RequireJS patches and LESS/SASS status


5. Custom Modules Audit

✔ Review all custom modules
✔ Check deprecated classes/functions
✔ Remove unused features
✔ Document modules that need rewrite
✔ Validate observer/plugins/events


6. Third-Party Integrations

✔ Payment gateways
✔ Shipping APIs
✔ ERP/CRM connections
✔ Marketing extensions
✔ Admin dashboards

Ensure version support.


7. Create UAT/Staging Environment

✔ Copy production to staging
✔ Apply IP lock
✔ Switch to developer mode
✔ Test upgrade here first (never on live)



🟩 SECTION 2 — Upgrade Execution Checklist


8. Enable Maintenance Mode

✔ Prevent live users from accessing store
✔ Inform management/client


9. Clean the Code & Composer Setup

✔ Remove unused packages
✔ Update composer.json
✔ Ensure correct repo URLs
✔ Lock versions where needed


10. Run the Upgrade Commands

Typical commands:

composer update

php bin/magento setup:upgrade

php bin/magento setup:di:compile

php bin/magento setup:static-content:deploy -f

php bin/magento cache:flush


11. Database Upgrade & Schema Validation

✔ Fix DB warnings
✔ Check table conflicts
✔ Validate foreign keys
✔ Reindex data


12. Extension Fixing Phase

✔ Update modules
✔ Patch incompatible code
✔ Replace outdated modules
✔ Fix plugin/observer issues


13. Theme Fixing Phase

✔ Resolve JS errors
✔ Fix broken layouts
✔ Update templates
✔ Validate CSS build
✔ Test storefront pages


14. API, Payment & Shipping Testing

✔ Test checkout
✔ Test payment methods
✔ Verify API returns
✔ Check shipping methods
✔ Validate admin order create



🟧 SECTION 3 — Post-Upgrade Checklist


15. Full Functional Testing

✔ Homepage
✔ Category pages
✔ Product pages
✔ Cart / Mini cart
✔ Checkout
✔ Login / Register
✔ Contact forms


16. Admin Panel Testing

✔ Orders
✔ Invoices
✔ Credit memos
✔ Catalog updates
✔ Stock management
✔ Promotions


17. API, Webhook & Cron Validation

✔ Fix 401/403 auth issues
✔ Run cron jobs
✔ Review logs in var/log
✔ Fix failed jobs


18. Security & Performance Testing

✔ Validate reCAPTCHA
✔ Enable production mode
✔ Test speed
✔ Check server error logs
✔ Enable 2FA


19. SEO Testing

✔ Check robots.txt
✔ Check sitemap.xml
✔ Validate canonical URLs
✔ Validate structured data
✔ Run Lighthouse SEO test


20. Final Deployment Plan

✔ Prepare downtime window
✔ Backup staging
✔ Sync code
✔ Sync media
✔ Run deploy script
✔ Switch off maintenance mode


🟪 SECTION 4 — Post-Go-Live Checklist

This is after the upgrade goes live.


21. Monitor Live Logs

✔ error.log
✔ system.log
✔ debug.log


22. Verify Orders for First 24 Hours

✔ Successful transactions
✔ Failed payment logs
✔ Shipping rates
✔ Email triggers


23. Client/Admin Training

✔ New features
✔ Process changes
✔ Admin improvements


🟫 SECTION 5 — Complete 37-Point Checklist Summary

Here is the compressed 37-step list you can also turn into a PDF:

  1. PHP version check
  2. MySQL/MariaDB version check
  3. OpenSearch readiness
  4. Composer updated
  5. Disk space check
  6. Server stack updated
  7. DB backup
  8. Code backup
  9. Media backup
  10. env/config backup
  11. Extension list
  12. Extension compatibility
  13. Remove unused modules
  14. Theme compatibility review
  15. Theme override audit
  16. Custom module audit
  17. Deprecated code check
  18. Plugin/observer review
  19. API/integration review
  20. Create staging
  21. Maintenance mode ON
  22. Clean composer
  23. Update composer.json
  24. Run upgrade commands
  25. Database fix
  26. Extension fix
  27. Theme fix
  28. Checkout testing
  29. Payment testing
  30. API testing
  31. Full store testing
  32. Admin testing
  33. Cron jobs testing
  34. Security settings
  35. Speed testing
  36. Final deployment
  37. Post-live monitoring

 

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📝 FAQ (With Schema if you want)

1. Why do Magento upgrades fail?

Mostly due to incompatible extensions and outdated themes.

2. What version should I upgrade to in 2025?

Magento 2.4.7 is the latest stable version.

3. Should I upgrade directly or step-by-step?

Direct upgrade works if all modules support the target version.

4. How long does a Magento upgrade take?

1–2 days for small stores, 5–12 days for complex stores.