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      How do I Place an Order with METRC Samples?

      Save time and minimize transcription errors by integrating with METRC

      Topics Covered in this Article:



      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 Organization 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:
          • 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