Vault Reconciliation in Hashio

Created by Kylah Brown, Modified on Wed, 13 May at 12:30 PM by Kylah Brown

Vault Guide

How to Reconcile Your Vault

Before you begin: Vault Reconciliation compares your Hashio vault against a fresh export of your active packages from Metrc and archives any package in your Hashio vault that is no longer in your Metrc inventory. It's ideal for facilities that have been on Hashio for a year or more and have old Metrc tags lingering in their Hashio vault. This is a Hashio-only action — it does not affect anything in Metrc.

What is Vault Reconciliation?

Over time, your Metrc inventory and your Hashio vault can drift apart. Tags get retired, transferred, or destroyed in Metrc, and that movement doesn't always make it into Hashio. The result is a vault that shows packages you haven't had in months.

Vault Reconciliation is a cleanup tool that fixes the drift. You export your current active packages from Metrc, upload the CSV into Hashio, and Hashio compares it against your vault. Anything in your Hashio vault that isn't on the Metrc list gets archived. Archived packages move to the Unavailable tab in your vault, so they stay on file but are out of your active workflow. You can reverse the reconciliation at any time.

Prepare your Metrc export

Before you start, you'll need a CSV export of your active packages from Metrc. A few things to keep in mind:

In Metrc, go to Packages › Active and use the export button to download the list as a CSV (or Excel file saved as CSV).
Hashio only reads the tag column from your file. Any other columns are ignored, so you don't need to clean the file up before uploading.
Run one reconciliation per license. If you have more than one license, export each one from Metrc separately and reconcile them one at a time.

Tip: Reconciliation is a great cleanup task to run quarterly or as part of your monthly close. Each reconciliation creates a record in your history, so you can always look back to see what was archived, when, and by whom.

Step 1 Open Vault Reconciliation

From the left sidebar, click Production, then click Vault.
In the top right corner of the Vault page, click the three-dot menu.
From the dropdown, select Reconcile.

You'll land on the Vault Reconciliation page — your home base for every reconciliation you run.

Step 2 Start a new reconciliation

In the top right of the Vault Reconciliation page, click New reconciliation.
In the popup window, open the License dropdown and choose the license this reconciliation is for. Each reconciliation covers one license.
Click Choose File and select the Metrc active-packages CSV you exported.
Click Upload + preview.

Hashio will compare your file against your vault. Larger vaults may take a couple of minutes — you can leave the page and come back, the job will keep running.

Step 3 Review the preview

Before anything is archived, Hashio shows you a preview of what will change. Anything that's in your Hashio vault but not in your Metrc export will appear in the preview as a package to be archived.

Scroll through the list and confirm it looks right. If anything looks off, don't apply yet — double-check your Metrc export is complete and includes every active package for that license, then upload a new file.

Note: The preview is a snapshot. Even if your vault changes later, applying this reconciliation will only affect the packages you see here.

Step 4 Apply the reconciliation

When you're ready to make the change, confirm the count and apply. Hashio requires you to type the exact number of packages to be archived — this protects you from accidentally archiving the wrong batch.

In the Apply this reconciliation section, find the confirmation field labeled Type [number] to confirm.
Type the exact number shown into the confirmation box.
Once the number is correct, the Archive [number] packages button will turn red. Click it to start the reconciliation.
A progress bar appears at the top of the page and shows the percentage complete. The status badge changes to Applied (green) when it finishes.

If the button stays grey, your number doesn't match — re-check what you typed. You can leave the page while the reconciliation is running; it will keep working in the background.

Step 5 Where to find archived packages

After the reconciliation is applied, the packages are removed from your active vault and moved to the Unavailable tab. They stay on file in Hashio so you have a record of them, but they're out of your day-to-day workflow.

From the left sidebar, click Production, then click Vault.
At the top of the vault list, click the Unavailable tab.

Your archived packages will appear here.

Step 6 Reverse a reconciliation

If you need to reverse a reconciliation, you can do it in one step from the same job's page. Hashio remembers exactly which packages were archived in that batch and restores all of them at once.

Go to Vault › Reconcile.
Find the reconciliation you want to reverse in the summary list (look for the green Applied badge) and click Open.
In the Applied section, type the same number into the To revert, type [number] field.
Click the orange Un-archive button. The packages will be restored to your active vault.

Step 7 View reconciliation history

The main Vault Reconciliation page is a running log of every reconciliation you've run, whether it was applied, reverted, or still in preview. Use it to track what was archived, for which license, when, and by whom.

The summary list shows each reconciliation with its file name, license, state, counts, upload date, and the user who uploaded it. Click Open on any row to revisit a reconciliation, browse the archived packages, or un-archive a batch.

Tip: Reconciliation is a Hashio-only action — it won't change anything in Metrc. Use this feature to keep your vault clean and accurate without affecting your state reporting.

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