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.

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.

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

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.