While most common errors causing sales and/or adjustments to fail to send to METRC can be resolved by simply resending them through METRC Control, some errors require manual intervention using a CSV upload directly to METRC with the corrected information in order for them to be reported properly.
When uploading Sales or Adjustments to METRC, its important to use the proper exports from METRC Control which help with proper formatting and populates as much of the task information as possible to help save time. METRC handles Sales and Adjustment uploads separately so if you have both Sales and Adjustments to upload to METRC, follow the steps below for each type of task.
METRCs CSV import for Sales and Adjustments has been designed to be standardized across all of their markets. The CSV format they have designed requires that all columns exist in the CSV file, however, each individual METRC market determines which columns require data (Specific columns can and/or should be left blank in some markets) and what the required data format is. For additional information, users can refer METRCs Official CSV Formatting Guide using the following steps:
Login to your METRC account for your license.
Click the "Support" menu in the upper right corner.
Click "CSV Formatting Guide"
NOTE: Manually uploading CSVs into METRC should only be used as a last resort to resolve stuck tasks that remain after first resending tasks from METRC Control. Please verify any edits you make to the CSV for accuracy before importing it to METRC. If further assistance is required, please contact support.
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Uploading Stuck Sales to METRC
In this section, you’ll export a CSV of the remaining sales, make any necessary corrections, and manually upload them into METRC.
TIP: Make sure you have tried resending sales through METRC Control as appropriate before attempting to export and upload sales. This can help reduce the number of sales you need to manually upload.
NOTE: Sales reported via upload to METRC are reported under the user who is logged into the METRC UI and performing the upload. If you want to report the sales under the individual employee who performed the sale in Treez, you will need to have that user log into their METRC account and upload the sales they performed.
Step 1: Navigate to Inventory > Compliance Management > METRC Control
Step 2: Click the vertical 3 dots in the upper right-hand corner and then click Export Sales.
Step 3: Open the CSV that downloads to your computer in your preferred editing software.
Step 4: Verify the information is complete and correct in Columns A - X. Some data points to check:
Patient/Caregiver License Number
If the sale is Medical:
Customer Type (Column B) should be 'Patient', 'External Patient' or 'Caregiver'.
Patient - This is the customer type to use for any in state registered medical patients.
External Patient - This is the customer type to use for out of state patients who are allowed by medical reciprocity regulations to purchase products as a medical patient.. Not all states allow for medical reciprocity so ensure you check your jurisdictions regulations regarding reciprocity. Example of states that do observe medical reciprocity: Michigan, Missouri and Nevada.
When the 'External Patient' customer type is used, 'Identification Method' is required for that sale. Each market has varying requirements and guidelines for using the 'Identification Method' field.
"Identification Method" for most markets is a free form field (except Missouri) and requires the state of the External Patients medical documentation and the type of document used to verify patient status. Be sure to check your local regulations for the appropriate Identification Method. The following examples are for demonstration purposes and do not constitute legal advise.
Missouri Identification Method example is "Ohio"
Michigan Identification Method example is "Massachusetts Medical Card"
Nevada Identification Method example is "California Medical Card"
Caregiver - This is the customer type to use when a medical patient's designated caregiver makes a purchase on behalf of the patient.
If a caregiver purchased on behalf of a patient, Caregiver License Number (Column E) and their patients Patient License Number (Column D) should be entered.
Patient License Number must be free from any special characters and should be entered exactly how the Patients License Number appears on their verified medical documentation, typically found on a state issues medical ID card.
If the sale is Recreational/Adult use:
Customer Type (Column C) should be 'Consumer'.
Patient License Number (Column D) and Caregiver License Number (Column E) should be blank.
NOTE: I'm some states, such as Michigan, when a medical patient purchases Adult Use designated product(s), the sale must be reported to the Adult Use METRC License as a 'Consumer" purchase.
Package
If a package is no longer under your license in METRC, you’ll be unable to report any sales on it. Check that the package has not been transferred out to another license by searching for the package number in the ‘Active’ packages tab of your METRC portal.
If this is the case, you should reach out to METRC for guidance on how to report these packages. Generally the package lines must be removed from the CSV before uploading.
Step 5: Delete the two header rows and Columns Y - AE. Then Save your changes to the CSV and export/download it from the CSV editing software you are using.
Step 6: Navigate to METRC and log in.
TIP: The following process requires the following permissions in METRC:
Sales Menu > View Sales
Sales Menu > Manage Sales
Step 7: Click the arrow next to the Data Import icon in the upper right-hand corner and select "Data Import".
NOTE: If you only see the Data Import Queue option, you are missing the "Manage Sales" permission in METRC and will not be able to upload the sales. Have your METRC administrator add the "Manage Sales" permission to your METRC permission.
Step 8: Click on the tab Sales (New) tab and click Select files…
Step 9: Locate and click your edited sale CSV and click Upload.
Step 10: Confirm your upload is successful by checking the Status column. A successful upload will have a status of "Successfully Imported". An unsuccessful upload will show "Error - Not Imported". If the upload was not imported succesfully, cluck the arrow icon next to you upload to view the errors. Correct the errors in the CSV and follow the above steps until your upload is successfully imported.
Step 11: After the upload completes successfully, navigate back to the METRC Control page. Select the sales you just uploaded into METRC by checking the box on each sale’s row and click the Dismiss button.
NOTE: You cannot undo a Dismiss action! Make sure you verify this action carefully before taking it. Dismissing rows in Compliance Management will permanently remove them from this page and does not report them to METRC.
Uploading Stuck Adjustments to METRC
In this phase, you’ll export a CSV of the remaining transactions, make any necessary corrections, and manually upload them into METRC.
TIP: Make sure you have tried resending sales through METRC Control as appropriate before attempting to export and upload sales. This can help reduce the number of sales you need to manually upload.
Step 1: Navigate to Inventory > Compliance Management > METRC Control
Step 2: Click the vertical 3 dots in the upper right-hand corner and then click Export Adjustments.
Step 3: Open the CSV that downloads to your computer in your preferred editing software.
Step 4: Verify the information is complete and correct in Columns A - G. Some data points to check:
Package
If a package is no longer under your license in METRC you’ll be unable to report any sales on it. Check that the package has not been transferred out to another license by searching for the package number in the ‘Active’ packages tab of your METRC portal.
If this is the case, you should reach out to METRC for guidance on how to report these packages. Generally the package lines must be removed from the CSV before uploading
Step 5: Delete the header rows and Columns H-M.
Step 6: Enter the Employee License Number for the employee who performed the adjustment in Column G, and Save and export or download your changes to the CSV.
NOTE: The Employee License Number column is used to record the package adjustment under the employee who performed the adjustment. The Employee License Number can be found in the Admin > Employees section of METRC. The employees License Number is usually the first column of this page and is sometimes an email address or a username.
Step 7: Navigate to METRC and log in.
TIP: The following process requires the following permissions in METRC:
Packages Page > Manage Inventory
Step 8: Click the Data Import icon in the upper right-hand corner.
Step 9: Click the "Pending" Tab and click "Upload CSV"
Step 10: Select Package Adjustment from the dropdown list and click Select files…
Step 11: Locate and click your edited sale CSV and click Upload.
Step 12: After the upload completes, navigate back to the METRC Control page. Select the adjustments you just uploaded into METRC by checking the box on each adjustment’s row and click the Dismiss button in the lower right-hand corner.
NOTE: You cannot undo a Dismiss action! Make sure you verify this action carefully before taking it. Dismissing rows in Compliance Management will permanently remove them from this page and does not report them to METRC.