When the Metrc API is unavailable, Treez is unable to automatically import package and manifest details. However, you can still import your inventory manually by using a CSV. Follow the steps below to export this CSV from Metrc and import it into Treez.
NOTE: To avoid manual entry errors, we recommend utilizing the automated import from Metrc function whenever the API is available. Please verify all details in the CSV for accuracy before importing it to Treez.
Step 1: Log in to Metrc and navigate to Transfer > Incoming.
Step 2: Identify the transfer you'd like to import and click Receive on the far right-hand side of the transfer's row.
Step 3: After verifying each package’s details on the manifest, click the green Receive Transfer button at the bottom of the modal.
Step 4: Navigate to Reports > Packages Inventory.
Step 5: Apply any filters to help you identify the packages you’d like to import.
TIP: The date filter functions based on when the package was created, not when the manifest was created.
Step 6: Click the CSV button, which will start downloading a CSV with the packages that match your filters.
Step 7: Open the file that downloads.
Step 8: Remove all package lines, except the packages you want to import. Do not make any other edits to the data.
Step 9: Select the blank rows below the last package's line and delete them from the sheet.
NOTE: Do not import packages that have already been invoiced in Treez.
Step 10: Save the file in CSV format.
Step 11: Log in to Treez and navigate to Inventory > Purchasing.
Step 12: Click the orange + button in the lower left-hand corner, and select Import from Metrc.
Step 13: Tap the vertical 3 dots to the right of the blue filer button, and select Upload Metrc CSV.
Step 14: Click Attach Files and select the CSV file containing the packages to import, and tap Import.
Step 15: Select the inventory type from the 'Inventory Type' dropdown.
Step 16: Complete the invoicing process, as usual.