How do I integrate with METRC?

Save time and minimize data transcription errors by integrating with METRC

Topics Covered in this Article:

• What Confident's METRC Integration Does
• Finding and Updating Your METRC API Key
• Placing an Order with METRC Samples
• Submitting Data to METRC
• Submitting Sample Weight Changes to METRC
• Pro Tips & Important Notes

For more help, please watch our recorded tutorial here or contact support at support@confidentlims.com.

What Confident's METRC Integration Does

With a few clicks in Confident you can easily:

• Create new orders in Confident from METRC transfers
• Create new samples in Confident from METRC packages
• Record sample intake weights
• Submit analytical test results to METRC
• Record sample weight on hand changes

Finding and Updating Your METRC API Key

1. From your METRC portal, log into your account. Click the dropdown arrow next to your username (top right).

2. Click API Keys

3. If you don’t see a Current API Key, click the green Generate button. If you do see one, skip this step

4. Once you see a Current API Key, double-click on the API key to select it

5. Copy the API Key (ctrl C)
   

   

6. Return back to Confident LIMS website. Click Settings then Laboratory in the bar on the left (only Admins can do this)

   

7. Click the Regulators tab at the top

8. Click the + Add New Regulator Credential button

   

9. Paste the API key into Login to METRC popup.

   1. Write a Nickname for your API key

   2. Paste your METRC API key in the API Key field (ctrl v)

   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

   4. Click Submit
   
   
   NOTE: You will remain logged into METRC until you log out via Confident LIMS

 

Placing an Order with METRC Samples

Both Labs AND Clients can place orders with METRC Samples using the integration!

1. When placing an new Order, select Add METRC Sample
   1. Note: Select Add Samples from METRC Manifest to add multiple samples from a METRC Manifest at once
2. Enter the METRC sample tag number. Verify that the information populated corresponds with correct sample
3. The new sample will auto populate METRC information. Now input the remaining information about the sample and the desired test package.
   1. All possible fields are auto-populated from METRC:

• 1. • Sample Name
     • Matrix Category
     • METRC Sample #
     • METRC Manifest #
  2. You will need to enter the remaining required fields:
     • Strain Name, Matrix Type, Classification, Production Method
     • METRC Batch #, Harvest Lot #, Harvest Date
     • Testing Packages (assays ordered)

• Select ‘+ From METRC’ in the top right of the Order screen to add another sample from METRC
• 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
   
3. Alternatively, under Order Actions, you can Submit to METRC through Confident or generate a CSV that can be manually uploaded to METRC
   
4. To submit data for a single sample, select Actions in the Order page and navigate to METRC Actions

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

If you receive an error when trying to submit results to METRC, take a screenshot/photo of the error and email it to support@confidentlims.com.

Submitting Sample Weight Changes to METRC

1. Adjust the Sample weight on hand on the Decreasing Weight On Hand window when Completing an Order
2. Enter the Sample weight used during testing or other sample loss with the relevant reasons and Save
   
3. When submitting test results to METRC, click the Submit to METRC checkbox in the Weight on Hand section of the Verify submission to METRC window
   

Pro Tips & Important Notes

Pro Tips

• Minimize errors by creating new orders in Confident from METRC manifest numbers
  • Both labs and clients can do this
  • Clients would need to save their METRC API key in their Confident account under Settings > Organization > Regulators
• You can submit results to METRC for samples in any order status, so long as they have valid package numbers and complete test results
• Use a Bluetooth barcode scanner and a mobile device/tablet to quickly scan barcodes on METRC package tags and save METRC package numbers on samples in Confident

Important Notes

• Confident cannot receive incoming transfers from METRC. You must manually receive transfers in METRC.
• Confident can only submit results to METRC once. If you make a mistake, you must manually edit in METRC.
• Confident can only submit results to packages that don't already have data. If you manually enter data, Confident won't be able to submit results.
• METRC requires complete data to be submitted for each sample. If tests/fields are missing, METRC will block submission. How to solve this:
  • Check your data for gaps and try again
  • If the data is complete and you’re still getting blocked, contact support@confidentlims.com 
• Some packages might get stuck as “Testing In Progress” after you’ve submitted complete data successfully. To release these batches from testing, contact METRC support.
• Clients might add incorrect test batches to packages in METRC (e.g. a flower sample has an edible test batch). On the METRC submission preview screen, add/remove test batches so only the correct ones remain.