Setting Up METRC Integration
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over a week ago

MJ Platform can integrate with Metrc to automatically send it updates when you work with your inventory. The integration happens through a series API calls from MJ Platform to Metrc. For instance, if you create a plant in MJ Platform, MJ Platform sends a specific API call to Metrc in the background so that Metrc is made aware.

This article provides an overview of the integration process and includes the following topics:

Getting Started With Metrc Integration

1. Get your Metrc API key

In order for Metrc to accept API calls from our system, you'll need to supply MJ Platform with your Metrc API key.

2. Turn on Metrc integration

Once you have your API key ready and have adapted your setup, you can turn on Metrc integration for each facility module that requires it.

3. Push your strains to Metrc

Metrc needs to be aware of the strains you work with. You can use MJ Platform to do this in a bulk operation.

4. Push your locations to Metrc

Metrc needs to be aware of your storage and/or cultivation locations. You can use MJ Platform to do this in a bulk operation.

5. Receive tags from Metrc

MJ Platform can receive the tracking IDs (tags) your organization has purchased from Metrc so that you can use MJ Platform to track your plants and packages with them. It is essential to provide MJ Platform with accurate information regarding your tracking IDs as this is how it keeps things synchronized with Metrc.

If you make a mistake with the tracking type, you can correct it.

6. Map your MJ Platform subcategories

When Metrc integration is turned on, you will need to map each of your product subcategories to an appropriate Metrc category. This mapping is how MJ Platform translates your product subcategories to a Metrc-approved category for reporting purposes.

Due to Metrc requirements, the Metrc category you map a MJ Platform subcategory to affects the unit of measure its product masters use (GR, EA, etc.).

7. Push product masters to Metrc

With your subcategories properly mapped, you can push your product masters to Metrc.

Note: This step is not required if you do not yet have any product masters.

8. Create a Metrc-compatible version of some product masters

For some subcategories, Metrc requires the product masters to have a unit of measure that may not be compatible with your current product master setup. You must create a compatible version of these product masters. They will be pushed to Metrc automatically upon creation.

Note: This step is not required if you do not yet have any product masters.

9. Transfer inventory to the newly created product masters

The product masters created in the previous step need to be given the same inventory that their original counterparts have, adding Metrc tags to them in the process. Due to Metrc API limitations, this inventory needs to be entered into Metrc as well. Once that is complete, you will zero out inventory from the original product masters that were incompatible.

Note: This step is not required if you do not yet have any product masters.

10. Link your packages between MJ Platform and Metrc

Add Metrc tags to your packages to link them to Metrc. Due to Metrc API limitations, you must apply them to packages both in MJ Platform and Metrc.

Note: This step is not required if you do not yet have any product masters.

11. (Cultivation facilities only) Set up your plants for Metrc

To push plants to Metrc, generate a report to record the plants in their current state, then rebuild them and apply Metrc tags.

Note: This step is not required if you do not yet have any plants in MJ Platform.

Ensuring API Calls to Metrc Are Successful

With Metrc integration turned on, many actions in MJ platform result in API calls to Metrc in the background in order to keep things synchronized. However, as with any integration over the internet, it is possible that an API call may fail.

It's important, especially in the beginning, to monitor the status of your Metrc integration after modifying your inventory in any way in MJ Platform.

Make any change that will result in an API call to Metrc, such as creating a plant or packaging inventory, then check the API log to see if the call was successful.

Adjusting Inventory Levels (Reconciliations)

When inventory quantities are adjusted in any place other than Reconciliations page, MJ Platform will automatically push the change to Metrc.

The Reconciliations page gives you finer control over which quantity adjustments will be pushed to Metrc.

Pushing End-of-Day Sales Exports to Metrc

If you are operating a retail facility and do not have Push Sales Export Data to METRC In Real Time enabled (see How to Turn On Metrc Integration), then you must push your daily sales exports to Metrc manually.

Tracking Waste

To track waste with Metrc, follow the special waste management procedure for either harvest or packaging waste, as it is different from jurisdictions that do not use Metrc.

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