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      How do I integrate with METRC?

      Save time and minimize data transcription errors by integrating with METRC

      Topics Covered in this Article:

      For more help, please watch our recorded tutorial here


      Placing an Order with METRC Samples

      1. When placing an new Order, select Add METRC Sample

        NOTE: Select Add Samples from METRC Manifest to add multiple samples from a METRC Manifest

      2. From your METRC portal, log into your account. In the top right of their website, click the dropdown and select API Keys. Generate and copy your API key.

      3. Return back to Confident LIMS website. Now paste the API key into Login to METRC popup and enter your facility’s license.

        1. Write a Nickname for your API key

        2. Paste your Metrc API key in the API Key field

        3. If you’re the only person at your lab to use this API key to interface with Metrc, check the Restrict to current user box. If not, leave the box unchecked



        NOTE: You will remain logged into METRC until you log out via Confident LIMS
      4. Enter the METRC sample tag number. Verify that the information populated corresponds with correct sample
      5. The new sample will auto populate METRC information. Now input the remaining information about the sample and the desired test package. Select ‘+ From METRC’
      6. Select the testing packages or tests ordered for the sample
      7. Complete the Order placement process

      Submitting Data to METRC

      1. Results can be submitted for all Samples in an Order to METRC as part of completing the Order and publishing results to Clients.
      2. To submit results for an entire order, enable the check box for Submit to METRC when completing an order
        NOTE: You will still be prompted to to verify samples with failing values if this check box is marked when completing an order
        submittoMETRC1
      3. Alternatively, under Order Actions, you can Submit to METRC through Confident or generate a CSV that can be manually uploaded to METRC
        submittoMETRC2
      4. To submit data for a single sample, select Actions in the Order page and navigate to METRC Actions
        submittoMETRC3

        NOTE: Within the Sample list there is a column labeled METRC Status where:

        if grey = not a METRC sample

        if orange = METRC tag provided, but data not submitted to METRC

        if green = sample data submitted to METRC

        submittoMETRC4