TailrideOneDrive
Automatically upload processed invoices to OneDrive or SharePoint with customizable folder structures.
Overview
The OneDrive integration works just like Google Drive: every processed invoice is uploaded as a PDF to a Tailride folder, organized into subfolders by your chosen structure, and kept in sync with your dashboard (files are renamed/moved when you edit an invoice, and removed when you delete one).
SharePoint document libraries are supported in addition to personal OneDrive.
Importing from OneDrive is a separate source
This integration exports processed invoices to OneDrive. To have Tailride pick up documents that land in a OneDrive folder, connect the folder as a source instead — see Cloud storage folders. The two can use different accounts. Invoices imported from a watched folder are exported like any other, except when the watched folder and this integration use the same OneDrive account — then the export is skipped so the file is not stored twice.
Setup Instructions
Open the Integrations tab and click Connect on the OneDrive card
Sign in with your Microsoft account and grant access
Click Settings on the card to configure the folder organization and target folder
The Microsoft account must have a OneDrive (SharePoint Online) license. Personal and work/school accounts both work; if the account has no OneDrive license, the connection is rejected with a clear message.
Folder Organization
The same five presets as Google Drive: date-based (default), vendor-based, single folder, date-then-vendor, and vendor-then-date.
The folder organization setting is shared between Google Drive and OneDrive — changing it in one changes it for both.
Month Folder Names
For OneDrive connections created recently (and whenever you switch the folder organization), month folders are named with a sortable number prefix — 01.January, 08.August — so they always appear in calendar order. Integrations connected earlier keep their original plain month names (January, August) and existing folders are never renamed; switching the folder organization in Settings opts you into the sortable names for newly created folders.
Custom Base Folder
Instead of the default Tailride folder you can paste a folder link in Settings → Custom base folder. OneDrive share links, SharePoint links, and folder URLs are all accepted — SharePoint site libraries included. Reset to defaults restores the original folder.
Everything Else
File naming, manual Add to OneDrive / Re-Sync to OneDrive actions, pause/resume, disconnect, and reconnect-on-expiry behave exactly as described for Google Drive. Access tokens are stored encrypted.
Reconnecting after the switch to the verified Tailride app
Tailride now connects to Microsoft through a new, verified application. When you reconnect OneDrive, Microsoft shows the permission screen again with a verified-publisher badge; in organizations that require admin approval, your Microsoft 365 administrator has to grant consent before the reconnection succeeds. Connections made earlier keep working until you reconnect. See Microsoft accounts and the verified Tailride app.