Dutchie's Metrc integration and onboarding wizard are designed to allow you to perform most of your migration tasks and ongoing inventory and plant management directly in Dutchie. For this reason, Dutchie users should avoid taking any actions in Metrc except where explicitly noted in this guide.

Timeline and notes

The Office of Cannabis Management (OCM) has revised the deadline for the complete migration to Metrc. Consequently, Dutchie has new guidelines for operators transitioning to the system.

OCM State Deadlines

• Metrc credentialing: December 17, 2025
• Inventory migration: extended to January 12, 2026

If you fail to migrate to Metrc by December 17, Dutchie will assign you a non-negotiable date that you must migrate on.

Delaying inventory migration past December 17 prohibits sales of new inventory acquired after that date until existing stock is fully migrated to Metrc.

Inventory bought after December 17 and sold outside Metrc will be flagged by Metrc/OCM, causing noncompliance and increased risk during the holiday season.

Migration support and the push packages tool will be unavailable and you will not be able to push inventory during these times:

• December 19 at 8 PM ET through December 22 at 9 AM ET
• December 23 at 8 PM ET through December 28 at 9 AM ET
• December 30 at 8 PM ET through January 5 at 9 AM ET

The deadline to be fully migrated to Metrc is January 12.

Table of contents

• Phase 1: Pre-Migration
• Phase 2: Migration Steps
  • Metrc integration activation and settings
  • Update your Catalog with required info
  • Push Rooms, Strains, and Products to Metrc using the Metrc Onboarding Wizard
    • Push Rooms to Metrc
    • Push Strains to Metrc
    • Push Products to Metrc
  • Transfer your inventory to Metrc
    • Accept beginning inventory transfers in Metrc
      • Key dates for Retail ID adoption
    • Accept your Metrc inventory back into Dutchie using Sync Tags
  • Cultivators only: Push existing plants to Metrc
  • Cultivators only: Mid-harvest batches
• Phase 3: Post-Migration
• More resources

Phase 1: Pre-Migration

1. Ensure all staff have completed required Metrc training and obtain access to your Metrc license(s).
   • Contact Metrc directly regarding the required trainings. To reach Metrc Support, call 877-566-6506, email support@metrc.com or visit their support portal.
   • Complete New Business training in Metrc Learn. Enroll now at https://learn.metrc.com/learn.
2. Ensure you have submitted your STS Administrator contact information. Please review this OCM bulletin if you have not completed this step.
3. After credentialing is complete, order your Metrc tags.

4. Configure user roles and permissions in Metrc.

5. Configure individual API keys for all relevant retail employees in Metrc.
6. Populate the required fields for products in your Catalog. 
   • You can begin doing this before the Metrc integration is enabled.
   • See required Catalog requirements per Metrc External Category here
7. Get familiar with Metrc Retail ID and its associated workflows, and make sure your inventory managers have these permissions:
   • In Dutchie: Fetch Retail IDs (in the Integrations section).
   • In Metrc: set Product Labels to Manage.
   • See these articles for more information about Metrc Retail ID:
     • Metrc Retail ID: Retailer guide
     • Metrc Retail ID: Cultivator, manufacturer, and distributor guide
8. Conduct staff training on new procedures.
9. As a best practice, perform inventory audits ahead of the migration and ensure all inventory counts are up to date.

Phase 2: Migration Steps

Staffing recommendations and time estimates

We recommend having a team of multiple staff members to complete the onboarding process: 

1 - 3 employees for managing the Dutchie and Metrc software workflows

• Pushing data into Metrc (est. 1-2 hours)
• Receiving beginning inventory transfers in Metrc (est. 1-3 hours)
• Digitally tagging in Metrc (est. 1-2 hours)
• Syncing Tags back into Dutchie (est. 30 mins - 1 hour)

2 - 4 employees for physical tagging and inventory/plant management (wait to do this until after inventory is digitally tagged and synced back to Dutchie)

• Retailers only: Physically tagging and applying Metrc Tags (UIDs) onto the bins of the corresponding package
• Producers only: 
  • Downloading and printing Retail IDs for finished cannabis inventory (est. 1 hour)
  • Physically tagging and applying Retail IDs onto finished inventory packages (est. 2-3 hours)
• Producers and cultivators only:
  • Physically tagging all WIP and plant inventory with Metrc tags (est. 1-4 hours)
  • Physically labeling all individual products with Metrc Retail ID QR codes on finished goods, as well as RFID Metrc tags on unfinished inventory and plants.

Estimate approximately 4 hours to complete digital onboarding, not including time to physically label all inventory.

We recommend closing early on your onboarding date, if possible.

Metrc integration activation and settings

Go to Settings > Integrations > Metrc and select the Settings tab.

Then, select the following settings:

Enabled	Select Yes to enable the integration when your location is closed for business and you're ready to complete the onboarding steps below.  You may enable the integration temporarily outside of business hours to complete preparation steps, but be sure to disable it again before reopening.
Mode	Select Real-time. New York requires real-time reporting.
API Key	API keys are assigned to users with specific license permissions. When granted access to Metrc, these keys can modify records via the Dutchie POS integration. The key used in this field should have admin-level permissions in Metrc.
API URL	Enter this exact URL: https://api-ny.metrc.com
Use Retail ID	When set to Yes, users will be required to scan Metrc Retail ID QR codes to assign packages to pre-order carts and will not be able to do this manually. If you use the fulfillment model (pre-orders) and you don't currently scan barcodes/QR codes to assign packages, select No for now. Once you've sold through all non-Retail ID inventory, change this to Yes and begin scanning to assign packages. Note that the above only applies to the fulfillment workflow. For standard (non-pre-order) carts, enabling this setting will not require scanning to add products to a cart. If you don't use the fulfillment model/pre-orders, enable this setting now.
Use Processing Jobs	Manufacturers/Processors and Microbusinesses: Select Yes.   Retailers: Select No.
License #	Enter the license number for your facility.  You license number appears next to your facility name in the account dropdown on the upper right in Metrc.
State	Select NY.
Report Sales By	Select Customer Type.
Require Individual User API Keys	Select Yes. Users must generate an API Key in Metrc. Admin must assign the correct permissions for their roles. Once generated, this individual user key should be pasted in the Backoffice by the user. If an individual user key is invalid, sales will be reported to the main key.
Prevent Overselling	Select Yes.
Enable Allotment Check	Select No. New York uses MCDMS as a separate integration to pull medical allotments.
Automatically Create New Products On Transfer	Select No.
Maintain Rooms	During the migration: Select Yes during the migration process. This means Rooms created in Dutchie will be automatically created in Metrc as well. After the migration:  You can leave this set to Yes or change it to No depending on what works best for your operations.
Maintain Strains	During the migration: Select Yes This means Strains created in Dutchie will be automatically created in Metrc as well. After the migration: Retailers: Select No. Manufacturers/Processors and Microbusinesses: Leave this set to Yes.
Maintain Items	During the migration: Select No. After the migration: Retailers: Leave this set to No. Manufacturers/Processors and Microbusinesses: Change this to Yes.
Ignore Adjustments	Select No so that adjustments are reported to Metrc. You can use the Bypass State System option as needed to prevent a specific adjustment from being reported. Learn more.
Delivery Transaction Action	Select Metrc Delivery. If you offer delivery, be sure to also review these resources: Delivery overview and setup in Dutchie POS Manage delivery orders at the Register Manage standard delivery orders in Mobile Checkout FAQ: How do I set up Dutchie POS for retail deliveries?
Compare Inventory Rooms	Select Yes or No.  When this feature is enabled, Dutchie POS shares inventory room assignments with Metrc, allowing for better synchronization and management of inventory across different systems.
Treat Moisture Loss As Harvest Waste	Select No.
Use Transfer Templates	Select Yes or No. Recommended for outbound transfers.
Use External Id	Select No. Controls Metrc Items and Product Catalog mapping. This is not Metrc's External ID.
Use Metrc Lab Data	Select Yes. This allows you to fetch lab results from Metrc.
Default Metrc Labs in Receive	Select Yes.  By default, Metrc lab results will be automatically fetched for new inventory. You can override this for individual packages.
Use Package Based Potency	Select No.
Use Production Batch Flag On Convert and Create Package	Select No.
Use Reciprocal States	Select No.
Prevent Metrc Package Location Moves	Select Yes. This prevents users from moving inventory between locations without a transfer manifest.
Use Metrc Brands	Select No.
Prevent untested inventory sales	Select No until beginning inventory is sold through. Once all beginning inventory has been sold through, change to Yes.
Check For On Hold Inventory	Select Yes.
Use "Use by date"	Select No.
Transfer Expiration Date	Choose how you want Dutchie to handle package expiration dates: Expiration Date: use the expiration date value from Metrc. If no expiration date exists in Metrc, it must be entered manually in Dutchie. This is the recommended setting. One year from current date: autopopulate the expiration date as one year from current date. Lab Test Result Expiration Date: use the expiration date value from the lab results. If no expiration date exists in Metrc, it must be entered manually in Dutchie.
Sync item approval files/fields	Select No.

Update your Catalog with required info

Refer to this Item Mapping guide to determine which fields in Dutchie must be filled in for each external category/item type, then update all traceable products in your Catalog accordingly. 

• Ingredients
• Strain
• Grams/concentration (corresponds to “Unit Weight” in Metrc)
• Allergens
• THC Content/Percent
• Metrc External category
• Set Sync to Metrc Item to Yes (not required for products you no longer carry if there is no remaining inventory)
• Set Is Finished to Yes for all finished good cannabis products

To help expedite this process, you can use Dutchie's bulk actions feature.

1. In Products > Catalog, use the checkboxes to select products to update. You can use search terms and filters to narrow down the list and isolate the products you want to update.
2. Select Bulk actions > Bulk edit product details.
   
3. In the “field” dropdown, select the field you are bulk updating across all selected products.
   
4. Select or enter the value you want to apply to the selected field for all selected products.
5. Use the + Add field button to add additional fields to bulk update
6. Click Save.

Tip: When assigning Metrc External categories, try filtering by Category to quickly select all products that correspond to a certain external category. 

Click the checkbox in the header row to select all matching products, then bulk assign the corresponding external category.

Note that your Dutchie POS categories may not match up exactly with Metrc External categories.

Push Rooms, Strains, and Products to Metrc using the Metrc Onboarding Wizard

1. Verify that the the Metrc integration is active (with the Enabled dropdown set to Yes) and configured as outlined above.
2. Verify all traceable Catalog products have all required fields per their Metrc External Category including External category, Ingredients, Strain, THC Content, and Grams/concentration.
3. Go to Settings > Integrations > Metrc > Onboarding. The Metrc Onboarding Wizard will assist you in reviewing data readiness to push your data to Metrc. Follow the on-screen steps in order (Rooms, Strains, and then Products last).
   

Push Rooms to Metrc

1. Go to Settings > Integrations > Metrc > Onboarding
2. Select Push rooms, then navigate to the section Push rooms to Metrc.
3. Click Push.
   

To verify that all rooms have been successfully pushed to Metrc:

1. Click the Go to Rooms button.
2. Select a room.
3. Ensure there’s a value in the External ID field.
4. Repeat for each room.
5. In Metrc, click Admin > Locations. You should see all your Dutchie POS rooms listed.
   

Push Strains to Metrc

1. Go to Settings > Integrations > Metrc > Onboarding
2. Select Prepare and push strains.
3. Follow each action, in order:
   • Click Cleanup whitespace. This will clear out unwanted formatting in strain names that can be rejected by Metrc on the strain push.
   • Next, verify that none of your existing strains have any special characters by clicking Go to strains. Review your strain list and remove any special characters from strain names. There may also be an Export CSV button which will download a list of strains with invalid characters and identify which characters are invalid.
   • Once all strain names have been cleaned up, click Push.
     
4. In Metrc, click Admin > Strains. You should see all your Dutchie POS strains listed.
   

Push Products to Metrc

1. Go to Settings > Integrations > Metrc > Onboarding
2. Select Prepare and push products.
3. In the Product names: whitespace module, click Cleanup whitespace. This will automatically clear out unwanted formatting in product names that can be rejected by Metrc on the product push. 
   
4. Review each other module. Crossed-out modules with a checkmark require no further action. For each module where issues are found, there are three options to address the issues. Choose whichever you prefer.

Option 1: Fix button

1. Click Fix.
   
2. A new window will appear that will allow you to bulk update all affected products.
3. Select products with the checkboxes.
4. On the right side of the window, select which field(s) to update. Updates will apply to all selected products.
5. Specify the values you are applying to the selected fields
6. Click Update selected.
   

Option 2: Bulk update via CSV 

1. Click Export CSV.
   
2. Correct any invalid cells within the CSV (make sure external categories are an exact match to those in the Item Mapping guide).
3. Return to Onboarding > Prepare and push products to upload the CSV.
   

Option 3: Use the Product Validation table

1. Click View results.
   
2. This will take you to the Product Validation table to review which products are missing specific required fields in the Catalog.
   
3. Select any product to go to its product detail page in the Catalog to resolve any flagged issues and then Save your changes. Repeat until all flagged issues are resolved.

Push

Once all above modules have been completed and all catalog data is valid, scroll to the Push products to Metrc module. Click Push to initiate a push of your catalog items into Metrc.

In Metrc, go to Admin > Items to verify that all products (called "Items" in Metrc) have been pushed successfully.

Transfer your beginning inventory to Metrc

To start transferring your beginning inventory to Metrc:

1. Plan a time when your location is closed for business. During this process, all of your cannabis inventory will be temporarily removed from Dutchie until you complete tagging in Metrc and then sync your inventory back into Dutchie.
2. When your location is closed, go to Settings > Integrations > Metrc > Onboarding
3. Select the Prepare and push packages module.
4. In the first module, Combine packages with the same Package ID or Ext. package ID, click Export CSV to download a list of packages that need to be combined. Click Go to inventory to combine all listed packages as shown above.
   
5. In the next module, Upload packages to Metrc by external category, click Choose categories.
   
6. Choose the external category(ies) from the dropdown you wish to push to Metrc. There is no limit to the number of categories you can upload at a time. You can Select all categories to push all categories in one step.
   
7. Once external category(ies) are selected, click Upload to Metrc.
   
8. Repeat until all inventory by external category type has been pushed to Metrc. Once completed, you can then receive your beginning inventory in Metrc and start the digital tagging process.

Accept beginning inventory transfers in Metrc

Follow these steps to push your existing inventory into Metrc 

To accept the External Transfer(s) from Dutchie:

1. In Metrc, select Transfers in the top toolbar and select the External option from the dropdown menu.
2. From the External Transfers grid, select the Incoming tab.
   
3. Find the beginning inventory transfer in the list and click Edit. Fill in the fields below.
   • Type: Select the Beginning Inventory Transfer option from the dropdown menu.
   • Phone Number: Enter a valid phone number. This can be designated as the business phone number.
   • Planned Route: This can be stated as “Received and weighed at the Licensed Business Number #__________. Verified by the Metrc Admin.”
   • Item Name, Quantity, and Packaged Date: These fields correspond to the specific items (the items that were previously created) and quantities being brought in for beginning inventory. The quantities should be exact and should account only for the product being received.
   • External Identifier: This field is where the corresponding Dutchie Package ID # should be entered in order to correlate the new Metrc Package ID for beginning inventory with the existing Dutchie package ID.
4. Once all required information has been entered, click Save Transfer to create a pending incoming transfer.
   
5. Clicking Save Transfer does not immediately associate Metrc package tags with those items. You need to complete the External Transfer to receive and create the beginning inventory by clicking Complete on the far right of the External Transfer needing to be received in the External Transfers grid.
6. This will open the Complete Incoming Transfer action window to enter the required information. The quantities entered earlier will be auto-populated; confirm the accuracy of the quantities and assign a unique Metrc package tag to each item. 
   • Under the Template section in the Tag Sequence field, you can assign a starting Metrc tag and then click on the green checkmark to apply all subsequent tag numbers to the remaining packages in the list in bulk.
   • You can also use the Template section to assign all packages to one main Location and Sublocation (if applicable) in bulk. Click the green check mark to apply the Location and Sublocation (if applicable) to all packages in the list.

4. The package tag assigned to seeds or other products in the system should be physically affixed to the associated product. Once the information is confirmed as accurate, then click on the Complete Transfer button to create the package(s) with the specified quantities in the inventory.
   

Note that when bringing in beginning inventory for any packaged product, the product will come into Metrc as Not Submitted (as a testing status).

Accept your Metrc inventory back into Dutchie using Sync Tags

Once you are completed with your beginning inventory transfers and tagging in Metrc:

1. In Dutchie, go to Settings > Integrations > Metrc > Onboarding.
2. Select the Prepare and Push packages module.
3. Under Sync Metrc package tags to Dutchie, click Sync tags.

The progress bar on the module will show you how many tags have successfully been synced back. You may need to click on this multiple times until all inventory is synced back to your Dutchie inventory. The sync job will run every 15 minutes.

Once complete, this will automatically receive your inventory back into your inventory table, which will persist all original inventory data prior to the transfer (i.e. batch, expiration date, inventory-level cost, etc.)

Cultivators only: Push existing plants to Metrc

1. Go to Cultivation > Batches.
2. Find an active batch (not retired, harvested, or actively harvesting).
3. Click the ellipsis (...) next to the batch and select Push to Metrc.
   
4. Next, you'll be prompted to enter a Starting Metrc Tag.
   • For immature batches (clones/seedlings), a starting tag is not required and the field can be left blank.
   • For mature plants (vegetative/flowering), enter an available starting tag number from Metrc.
     • In Metrc, go to Admin > Tags > Available, copy a tag number and paste it into Dutchie, or scan a physical tag.
     • Be sure to use a plant tag, not an inventory tag.
       
5. Click Push to Metrc. This will automatically apply tag numbers sequentially to the remaining plants within the batch. For example, if there are 50 plants in a batch and you enter 1A4…01 as your starting tag, the system automatically applies tags up through your ending tag of 1A4…50.
6. Repeat for all remaining active plant batches.

7. In Metrc, click the Plants dropdown and then click through the plant phase tabs (Immature, Vegetative, Flowering) to confirm the plants successfully pushed to Metrc in the correct quantities and batch names.
   

   Metrc plant tag numbers will automatically sync from Metrc and will overwrite the existing plant serial numbers. There will be no need to sync tags for plants.
8. Begin physically relabeling plants with Metrc RFID plant tags.

Cultivators only: Mid-harvest batches

For batches that are actively being harvested (chopped, wet weights recorded, waiting for dry/cure to complete), finish and package the harvests into bulk flower inventory in Dutchie first, then push the resulting inventory packages to Metrc.

Phase 3: Post-Migration

On your migration day and for the first 7 days following migration:

• Conduct test transactions to ensure sales and inventory reporting to Metrc as expected. You can also perform an integration audit to verify sales and inventory remain in sync between Dutchie and Metrc.
• Update all wholesale customer profiles and internal transfer location profiles with their corresponding Metrc license numbers in the MJ State ID field for transfers.

Note the following key dates for Retail ID adoption.

• As of December 17, 2025: Processor licensees must download the individual QR codes, print, and add Retail ID QR code labels to each individual unit of finished goods before shipping to distribution or retail licensees.
• As of February 28, 2026: Retail IDs will be required for all incoming inventory received by retailers. Until then, retailers may continue to accept inventory without Retail IDs. Once you've sold through all non-Retail ID inventory, enable the Use Retail ID setting in your Metrc integration settings.
• See these articles for more information about Metrc Retail ID:
  • Metrc Retail ID: Retailer guide
  • Metrc Retail ID: Cultivator, manufacturer, and distributor guide

More resources

• New York | Metrc migration FAQ
• New York | Master the Migration: Your Weekly System Success Tips from the Dutchie Team.
• Visit Metrc's New York State partner page and review the implementation plan.
• OCM website