Compatibility testing
Best practices Management Agile
13 mins read
May 30, 2023

Everything you need to know about compatibility testing in 1 article

Have you ever encountered software in your pet projects that works smoothly on some devices and crush on others? It can be a frustrating experience not to be able to deliver software that operates perfectly in various operations systems, devices, and hardware. That's where compatibility testing comes in - a crucial part of software development that will help you ensure a seamless user experience.

Nurlan Suleymanov

In this article, we’ll explore compatibility testing, its importance, and real-world examples of its use in software development. So, whether you’re a developer or a tech-savvy user, embrace yourselves; we will dive deep into the topic.

Compatibility testing also gets the spotlight in our newest video. Tune in and expand your knowledge!

What is software compatibility testing?

Software compatibility testing checks whether the software is compatible with various devices, operating systems, and platforms. The goal of compatibility testing is to ensure the software works flawlessly on a wide range of systems and devices, providing a seamless user experience. 

When validating compatibility, you should test the software on different configurations of hardware and software, including operating systems, web browsers, mobile devices, and other platforms. The tests are designed to identify potential compatibility issues like software bugs or conflicts with other applications. 

Compatibility testing in software testing is crucial to deliver a product that meets a diverse user base’s needs. Without it, the software may not work as intended on certain platforms, leading to negative user experiences, lost revenue, and damage to your reputation.

Importance of software compatibility testing

A software compatibility test is crucial for several reasons: 

  1. Ensures smooth user experience: A well-done compatibility testing guarantees smooth functionality across various devices, operating systems, and platforms, leading to users having a hassle-free experience with the software, regardless of the device or system they use. 
  2. Increases customer satisfaction: Delivering compatible software with various devices and systems increases customer satisfaction and loyalty. Users would rather stick with software that works smoothly and consistently across all their devices than switch to a different software due to compatibility issues.
  3. Saves time and resources: If you conduct compatibility testing early in the development process, you can identify and fix potential issues before release, saving time and resources in the long run.

Types of software compatibility testing

Several types of software compatibility testing can be performed, including: 

  1. Operating system compatibility testing checks whether the software works correctly on different versions of the operating system, such as Windows, Linux, or macOS. 
  2. Browser compatibility testing ensures the software works correctly on different web browsers, such as Chrome, Safari, Firefox, or Edge. 
  3. Mobile device compatibility testing ensures the software works correctly on mobile devices like smartphones and tablets with various operating systems, screen sizes, and resolutions. 
  4. Hardware compatibility testing checks the software’s performance with different hardware configurations, such as CPU instructions or hard RAM requirements. 
  5. Network compatibility testing ensures that the software works correctly with different network configurations, such as different types of routers, firewalls, and proxies. 
  6. Database compatibility testing checks whether the software works well with databases like MySQL, Oracle, or Microsoft SQL Server. 
  7. Third-party application compatibility testing ensures the software works correctly with different third-party applications like antivirus software or other security tools.

Apart from these, there are 2 types of compatibility testing in QA: forward compatibility testing checks whether the software is compatible with future versions, while backward compatibility testing checks whether it is compatible with older versions of hardware, software, or network configurations.

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When to perform compatibility testing?

Performing compatibility testing during the software development lifecycle, particularly during the testing phase, is crucial for identifying and resolving compatibility issues before the software release. This way, you can initiate compatibility testing as early as possible in the development process to proactively address any potential problems with different hardware, software, and network configurations. By conducting compatibility testing early, you can minimise the risk of last-minute surprises and ensure a smoother and more successful software launch. You should also perform compatibility testing whenever you release a new software version or change the system environment.

"Only conducting performance testing at the conclusion of system or functional testing is like conducting a diagnostic blood test on a patient who is already dead."

Scott Barber, Software engineer

The process of software compatibility testing

When performing compatibility testing, make sure you go through the following stages: 

  1. Identify the target environment for the software application by analysing the various hardware, software, and network configurations on which the software will be used. 
  2. Create a test plan that outlines the scope and objectives of the compatibility testing, identifying the specific tests like functional testing, performance testing, and user acceptance testing. 
  3. Implement automation by selecting appropriate tools and frameworks to automate the execution of compatibility tests. This effort includes automated configuration setup, test script creation, and result analysis.
  4. Execute the tests by installing and configuring the software application in the target environment and running compatibility tests to identify any issues or conflicts. 
  5. Troubleshoot and resolve issues by making changes to the software application or the target environment to ensure the software is fully compatible.
  6. Document and report the results to the relevant stakeholders by creating a detailed report of the testing process that includes issues or conflicts and the steps taken to resolve them.

Challenges in compatibility testing

There are several challenges that software development teams may encounter during the process of compatibility testing: 

  • Diverse configurations: With the increasing number of configurations in the market, it can be challenging to perform compatibility testing with all possible hardware and software configurations. 
  • Limited resources: Testing a software application for compatibility requires significant resources, including hardware, software, and testing expertise, which may not be available to all teams. 
  • Time constraints: QA compatibility testing can be time-consuming, especially when dealing with large and complex software applications, making it harder to perform in the intended timeframe.
  • Dynamic environments: Software environments are constantly changing with new updates and upgrades affecting the compatibility that can be hard to keep up with. Minimising the impact requires tools and techniques for automatic environment provisioning, configuration management, and version control.
  • Technical expertise: Compatibility testing requires vast technical expertise in hardware, software, and networking that not all software development teams may have.

Tips for successful compatibility test

Here are some tips for conducting successful software compatibility testing: 

  1. Develop a comprehensive compatibility testing plan that covers all possible hardware and software configurations to ensure accurate results. 
  2. Use automation-minded bug-tracking tools that can help you save time and resources, reduce errors, and increase test coverage. 
  3. Test on real-world configurations that users may encounter to ensure the software application performs as expected. 
  4. Prioritise critical configurations that users will most likely use to ensure the software application is fully compatible with the most important configurations. 
  5. Test early and often to identify compatibility issues early on, reducing the risk of expensive and time-consuming fixes later. 
  6. Involve a diverse testing team with varying levels of technical expertise to identify compatibility issues from different perspectives and increase the chances of finding critical issues.
  7. Keep up with software updates and changes to ensure the software application remains compatible with the latest technologies.

Compatibility testing 7 tips

Compatibility testing example

Suppose you have developed a software application for a client that wants to run on their organization’s network. You need to perform compatibility testing to ensure that the software works correctly and without any issues across different configurations. Here is a use case you may follow: 

Use Case: Mobile App Compatibility Testing 

A mobile app development company has created a new social networking application for both Android and iOS platforms. The app aims to provide a seamless user experience across various devices, screen sizes, and OS versions. 

To ensure compatibility, the testing team sets up a comprehensive test lab with various devices representing different manufacturers, models, screen sizes, and operating system versions. This includes popular devices like iPhones, Samsung Galaxy phones, Google Pixel phones, and more. 

The compatibility testing process involves installing the mobile app on each device in the test lab and executing a series of tests. The tests cover different aspects, such as UI rendering, functionality, device-specific features, performance, and interoperability with other apps or system components. 

Throughout the testing process, the team identifies compatibility issues, such as layout inconsistencies, crashes on specific devices, performance degradation on lower-end devices, or conflicts with other installed apps. Ultimately, they document these issues and collaborate with the development team to address and resolve them.

Example: Figma

Figma is a cloud-based design tool to create, collaborate, and share design projects. The tool needs to ensure compatibility across various operating systems (such as Windows, macOS, and Linux) and web browsers (such as Google Chrome, Mozilla Firefox, and Safari) to ensure a consistent user experience for its users. 

During compatibility testing, the Figma testing team should set up different environments with various OS and browsers. They must verify that design projects render correctly, tools and features function as intended, and collaboration features work seamlessly across different platforms. 

Compatibility testing will help identify issues specific to certain configurations and ensures that Figma provides a consistent design experience regardless of the platform user chooses.


Software compatibility testing is critical for ensuring your software works seamlessly and without issues in various environments. By identifying compatibility issues early on, you can save time and resources by fixing them before they get costly. By following the tips and best practices outlined in this article, you can perform a full compatibility test and deliver a better user experience to your customers.

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What are the types of software compatibility testing?

The main types of software compatibility testing are browser compatibility testing, OS compatibility testing, hardware compatibility testing, backward compatibility testing, and forward compatibility testing.

What is meant by software compatibility?

Software compatibility refers to the ability of software to operate and interact effectively with other software, hardware, and systems without any conflicts or issues.

How to test for compatibility?

To test for compatibility, you should identify the types of compatibility needed, define requirements, choose the right tools, conduct testing, analyze results, iterate if needed, and sign off on the testing.

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