Google Drive

Overview

Once connected, every processed invoice is automatically uploaded as a PDF to a Tailride folder in your Google Drive, organized into subfolders according to your settings.

Tailride keeps Drive in sync with your dashboard: if you edit an invoice's date or vendor, the file is renamed and moved to the matching folder; if you delete an invoice or mark it as "not an invoice", the file is removed from Drive.

Setup Instructions

If a Tailride folder already exists at your Drive root, it is reused; otherwise it is created. Subfolders are created automatically on the first upload.

Syncing Existing Invoices

Right after you connect (or reconnect) Google Drive, Tailride checks whether your dashboard already contains processed invoices that aren't in Drive yet. If it does, a prompt appears asking "Sync existing invoices to Google Drive?" with the number of pending invoices:

• Sync now uploads all of them in one click — no need to select them manually
• Skip dismisses the prompt; you can still sync later from the invoice list via Add to Google Drive

If everything is already in Drive (or your dashboard is empty), the prompt doesn't appear.

Folder Organization

Choose one of five presets in the card settings:

• Date-based (default): by year and month — Tailride/2026/April/invoice.pdf
• Vendor-based: by vendor name — Tailride/Amazon/invoice.pdf
• Single folder: everything in the root folder — Tailride/invoice.pdf
• Date then vendor: Tailride/2026/April/Amazon/invoice.pdf
• Vendor then date: Tailride/Amazon/2026/April/invoice.pdf

Custom Base Folder

By default files go to the Tailride folder. In Settings → Drive folder you can instead:

• Click Select Drive folder and pick any folder with the Google folder picker (shared drives are supported), or
• Paste a folder URL directly

Reset to defaults restores the original Tailride folder.

File Naming

Files are named using your file-naming settings (shared with other exports): by default {date}_{vendor}_{invoiceId}.pdf, for example 2026-04-12_Amazon_INV-1043.pdf. Available components are date, vendor, invoice ID, amount, and currency; you can also keep original filenames by disabling renaming. Images are always converted to PDF before upload.

New uploads always use your current file name settings. Files already in Drive keep their names when you change the settings; re-sync them to upload them again under the new name.

Manual Upload and Re-Sync

From the invoice list you can also push files manually via the bulk actions menu:

• Add to Google Drive — uploads selected invoices that aren't in Drive yet
• Re-Sync to Google Drive — replaces the Drive file for invoices that are already uploaded, named with your current file name settings

Uploading the same invoice again updates the existing file in place instead of creating a duplicate.

Pause and Disconnect

• Pause stops new uploads while you keep collecting and processing invoices; nothing already in Drive is touched. Resume re-enables uploads (it doesn't backfill automatically — use Add to Google Drive for that).
• Disconnect removes the integration. Folders and files already created in Google Drive are not deleted.

Reconnecting

If Drive access expires or is revoked, the card shows a "Google Drive needs to be reconnected" banner and you receive an email. Uploads pause until you reconnect; invoices keep being processed as usual.

After reconnecting, the sync prompt offers to upload any invoices that were processed while the connection was down.