Documentation

Metrc Compatibility

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Integrations

At a Glance

  • ShelfSpace is a certified Metrc third-party vendor — your compliance workflow stays exactly the same
  • In supported Metrc states, connect your Metrc account yourself with a read-only API key
  • The connection is read-only — ShelfSpace reads transfers, sales, and inventory, and never writes to Metrc
  • Metrc data powers your settlements, AP, credit recovery, and vendor identification
  • Manifests, COAs, and package IDs are stored alongside each delivery record

How ShelfSpace Metrc Integration Works

ShelfSpace is a certified Metrc third-party vendor. Metrc is the state-mandated seed-to-sale tracking system, and your team already knows how to use it. In supported Metrc states you connect your Metrc account to ShelfSpace with a read-only API key, and the platform reads your transfer, sales, and inventory data to handle the financial side — settlements, payments, and vendor management. The one thing it never does is change your compliance workflow: your Metrc processes stay exactly the same.

When a vendor ships product to your dispensary, the Metrc manifest travels with the delivery just like it always has. Your receiving team accepts the transfer in Metrc, verifies package IDs, and confirms quantities. The platform picks up that delivery data and uses it to track the shipment through our delivery dashboard, but the compliance handshake between you and Metrc is untouched.

What the platform runs: it tracks the financial lifecycle of every delivery — from order to payment — while Metrc handles the compliance lifecycle. The two systems complement each other without conflicting.

Connecting Your Metrc Account

In a supported Metrc state, an admin connects your account from Settings → Metrc Integration. Paste your Metrc API key and the platform validates it and lists your licensed facilities. Pick the facilities you want to sync, and the platform connects read-only.

On connection, the platform runs a lightweight scan of your recent transfers to identify the vendors who have been shipping to you, then keeps reading new transfers, sales, and inventory as they post. The connection only ever reads — it never writes to Metrc or changes anything on the state's side. You can disconnect at any time, or reconnect with a new key.

Manifests and Package IDs

Every incoming delivery in ShelfSpace can store the associated Metrc manifest as a document attachment. When your team receives a shipment, they can upload the manifest PDF, COA (certificate of analysis), and vendor invoice alongside the delivery record. This keeps all documentation in one place for audits and reference.

Package IDs from Metrc can be captured at the line-item level within a delivery. This means when you reconcile what was ordered versus what arrived, the Metrc package IDs are part of that record. If a state auditor asks about a specific package, you can trace it from Metrc transfer all the way through to the ShelfSpace settlement where the vendor was paid. See Delivery Reconciliation for more on that process.

What Does Not Change

Adding ShelfSpace to your operation does not change any of the following:

ShelfSpace adds a financial layer on top of this compliance layer: the platform runs the vendor payment, consignment settlement, and credit recovery workflows that Metrc was never designed to manage. The two systems work in parallel, not in conflict.

State-by-State Compatibility

Metrc operates in multiple states, each with slightly different rules and configurations. ShelfSpace works alongside Metrc in every Metrc state, and in supported states you can connect your account directly with the read-only key described above. Either way, your compliance workflow stays intact — Metrc remains your system of record while the platform handles the money side.

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